Wealthspire Advisors (New York)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Sell |
7,256
-1,844
| -20% | -$173K | ﹤0.01% | 463 |
|
|
2025
Q1 | $852K | Buy |
9,100
+2,013
| +28% | +$189K | 0.01% | 414 |
|
|
2024
Q4 | $629K | Buy |
7,087
+1,041
| +17% | +$92.4K | 0.01% | 459 |
|
|
2024
Q3 | $552K | Buy |
6,046
+68
| +1% | +$6.21K | 0.01% | 474 |
|
|
2024
Q2 | $502K | Sell |
5,978
-102
| -2% | -$8.56K | 0.01% | 427 |
|
|
2024
Q1 | $508K | Sell |
6,080
-369
| -6% | -$30.8K | 0.01% | 424 |
|
|
2023
Q4 | $503K | Buy |
6,449
+1,014
| +19% | +$79.1K | 0.01% | 421 |
|
|
2023
Q3 | $394K | Buy |
5,435
+772
| +17% | +$55.9K | 0.01% | 434 |
|
|
2023
Q2 | $347K | Sell |
4,663
-33
| -0.7% | -$2.45K | 0.01% | 441 |
|
|
2023
Q1 | $342K | Sell |
4,696
-117
| -2% | -$8.51K | 0.01% | 418 |
|
|
2022
Q4 | $347K | Buy |
4,813
+222
| +5% | +$16K | 0.01% | 432 |
|
|
2022
Q3 | $303K | Buy |
+4,591
| New | +$303K | 0.01% | 413 |
|