WIA
Wetzel Investment Advisors’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 | $1.39M | Sell |
14,762
-4,516
| -23% | -$424K | 0.63% | 30 |
|
|
2025
Q1 | $1.81M | Sell |
19,278
-310
| -2% | -$29K | 0.91% | 27 |
|
|
2024
Q4 | $1.74M | Sell |
19,588
-450
| -2% | -$40K | 0.86% | 28 |
|
|
2024
Q3 | $1.83M | Sell |
20,038
-3,152
| -14% | -$288K | 0.92% | 28 |
|
|
2024
Q2 | $1.94M | Buy |
23,190
+1,730
| +8% | +$145K | 1.11% | 23 |
|
|
2024
Q1 | $1.72M | Sell |
21,460
-2,120
| -9% | -$170K | 1.01% | 24 |
|
|
2023
Q4 | $1.84M | Buy |
+23,580
| New | +$1.84M | 1.13% | 23 |
|