Wells Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.82M | Sell |
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|
2025
Q2 | $5.15M | Sell |
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|
2025
Q1 | $5.73M | Buy |
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|
2024
Q4 | $5.38M | Sell |
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|
2024
Q3 | $5.7M | Sell |
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|
2024
Q2 | $5.56M | Sell |
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|
2024
Q1 | $5.98M | Sell |
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|
2023
Q4 | $14.2M | Sell |
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|
2023
Q3 | $13.8M | Sell |
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|
2023
Q2 | $14.3M | Sell |
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|
2023
Q1 | $17.4M | Sell |
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|
2022
Q4 | $17.4M | Buy |
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|
2022
Q3 | $5.61M | Sell |
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|
2022
Q2 | $6.63M | Buy |
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|
2022
Q1 | $6.93M | Sell |
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|
2021
Q4 | $7.34M | Sell |
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|
2021
Q3 | $11M | Buy |
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|
2021
Q2 | $11M | Sell |
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|
2021
Q1 | $10.3M | Sell |
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|
2020
Q4 | $27.8M | Buy |
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