Exencial Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Exencial Wealth Advisors, LLC

$2.75 Billion
Q2 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 8,501 shares of USMV stock, worth $811,250. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,501

Previous 8,530 0.34%

Holding current value

$811,250

Previous $798,000 0.13%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$85.42 - $94.39 $2,477 - $2,737	-29 Reduced 0.34%	8,501 $797,000
Q1 2025 May 09, 2025	BUY	$87.68 - $94.52 $24,462 - $26,371	279 Added 3.38%	8,530 $798,000
Q4 2024 Feb 06, 2025	BUY	$88.59 - $94.57 $12,048 - $12,861	136 Added 1.68%	8,251 $732,000
Q3 2024 Oct 31, 2024	BUY	$83.76 - $91.82 $168,860 - $185,109	2,016 Added 33.05%	8,115 $740,000
Q2 2024 Aug 12, 2024	SELL	$79.92 - $84.63 $37,882 - $40,114	-474 Reduced 7.21%	6,099 $512,000
Q1 2024 May 10, 2024	SELL	$77.86 - $83.58 $185,073 - $198,669	-2,377 Reduced 26.56%	6,573 $549,000
Q4 2023 Feb 13, 2024	BUY	$70.56 - $78.63 $631,512 - $703,738	8,950 New	8,950 $698,000

Others Institutions Holding USMV

# of Institutions

1,463

Shares Held

197M

Call Options Held

33.3K

Put Options Held

79.7K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

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Exencial Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History