WFAG
Wescott Financial Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
16,356
-141
| -0.9% | -$13.2K | 0.15% | 69 |
|
|
2025
Q1 | $1.55M | Sell |
16,497
-1,916
| -10% | -$179K | 0.16% | 65 |
|
|
2024
Q4 | $1.63M | Sell |
18,413
-1,009
| -5% | -$89.6K | 0.17% | 64 |
|
|
2024
Q3 | $1.77M | Sell |
19,422
-619
| -3% | -$56.5K | 0.19% | 61 |
|
|
2024
Q2 | $1.68M | Sell |
20,041
-961
| -5% | -$80.7K | 0.2% | 63 |
|
|
2024
Q1 | $1.76M | Sell |
21,002
-10,056
| -32% | -$840K | 0.22% | 53 |
|
|
2023
Q4 | $2.42M | Sell |
31,058
-2,718
| -8% | -$212K | 0.34% | 45 |
|
|
2023
Q3 | $2.44M | Buy |
33,776
+1,283
| +4% | +$92.9K | 0.45% | 42 |
|
|
2023
Q2 | $2.42M | Buy |
32,493
+182
| +0.6% | +$13.5K | 0.43% | 43 |
|
|
2023
Q1 | $2.35M | Sell |
32,311
-1,896
| -6% | -$138K | 0.51% | 39 |
|
|
2022
Q4 | $2.47M | Buy |
34,207
+2,887
| +9% | +$208K | 0.53% | 38 |
|
|
2022
Q3 | $2.07M | Buy |
31,320
+1,779
| +6% | +$118K | 0.58% | 33 |
|
|
2022
Q2 | $2.07M | Sell |
29,541
-3,350
| -10% | -$235K | 0.56% | 32 |
|
|
2022
Q1 | $2.55M | Buy |
32,891
+7,953
| +32% | +$617K | 0.66% | 29 |
|
|
2021
Q4 | $2.02M | Buy |
24,938
+917
| +4% | +$74.2K | 1.04% | 13 |
|
|
2021
Q3 | $1.77M | Sell |
24,021
-386
| -2% | -$28.4K | 1% | 14 |
|
|
2021
Q2 | $1.86M | Buy |
24,407
+1,407
| +6% | +$107K | 1.09% | 14 |
|
|
2021
Q1 | $1.59M | Buy |
23,000
+1,967
| +9% | +$136K | 1.03% | 13 |
|
|
2020
Q4 | $1.43M | Buy |
+21,033
| New | +$1.43M | 1% | 11 |
|