Wescott Financial Advisory Group’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
Q2 | $1.54M | Sell |
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|
2025
Q1 | $1.55M | Sell |
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|
2024
Q4 | $1.63M | Sell |
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|
2024
Q3 | $1.77M | Sell |
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|
2024
Q2 | $1.68M | Sell |
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|
2024
Q1 | $1.76M | Sell |
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|
2023
Q4 | $2.42M | Sell |
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|
2023
Q3 | $2.44M | Buy |
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|
2023
Q2 | $2.42M | Buy |
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|
2023
Q1 | $2.35M | Sell |
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|
2022
Q4 | $2.47M | Buy |
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|
2022
Q3 | $2.07M | Buy |
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|
2022
Q2 | $2.07M | Sell |
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|
2022
Q1 | $2.55M | Buy |
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|
2021
Q4 | $2.02M | Buy |
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|
2021
Q3 | $1.77M | Sell |
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|
2021
Q2 | $1.86M | Buy |
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|
2021
Q1 | $1.59M | Buy |
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|
2020
Q4 | $1.43M | Buy |
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