Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 31, 2024

BUY
$70.56 - $78.63 $185,149 - $206,325
2,624 New
2,624 $204,000
Q4 2021

Jan 28, 2022

SELL
$73.28 - $81.04 $21,984 - $24,312
-300 Closed
0 $0
Q2 2020

Jul 27, 2020

SELL
$51.94 - $64.01 $168,701 - $207,904
-3,248 Reduced 91.54%
300 $18,000
Q1 2020

Apr 22, 2020

SELL
$46.61 - $69.67 $243,770 - $364,374
-5,230 Reduced 59.58%
3,548 $192,000
Q4 2019

Feb 03, 2020

BUY
$62.68 - $65.67 $550,205 - $576,451
8,778 New
8,778 $576,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Evolution Wealth Advisors, LLC Portfolio

Follow Evolution Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evolution Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.