EVERMAY WEALTH MANAGEMENT LLC – iShares MSCI USA Min Vol Factor ETF Transaction History
EVERMAY WEALTH MANAGEMENT LLC portfolio value:
$374,000
portfolio value
EVERMAY WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.85%
quarter
iShares MSCI USA Min Vol Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.01% | -492 shares | -58K | $66.1 | 5.65K |
| Q2 2022 | share | 0.00% | 0 shares | -45K | $70.21 | 6.14K | |
| Q1 2022 | share | Increase | +138.68% | 3.57K shares | 269K | $77.57 | 6.14K |
| Q4 2021 | share | Increase | +0.55% | 14 shares | 19K | $81 | 2.57K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $73.5 | 2.56K | |
| Q2 2021 | share | Increase | 0.00% | 2.56K shares | 189K | $73.33 | 2.56K |