Wetzel Investment Advisors, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Wetzel Investment Advisors, Inc.

$191 Million
Q2 2025

A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 14,762 shares of USMV stock, worth $1.39 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

14,762

Previous 19,278 23.43%

Holding current value

$1.39 Million

Previous $1.81 Million 23.27%

% of portfolio

0.73%

Previous 0.94%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$85.42 - $94.39 $385,756 - $426,265	-4,516 Reduced 23.43%	14,762 $1.39 Million
Q1 2025 Apr 22, 2025	SELL	$87.68 - $94.52 $27,180 - $29,301	-310 Reduced 1.58%	19,278 $1.81 Million
Q4 2024 Jan 22, 2025	SELL	$88.59 - $94.57 $39,865 - $42,556	-450 Reduced 2.25%	19,588 $1.74 Million
Q3 2024 Oct 29, 2024	SELL	$83.76 - $91.82 $264,011 - $289,416	-3,152 Reduced 13.59%	20,038 $1.83 Million
Q2 2024 Aug 07, 2024	BUY	$79.92 - $84.63 $138,261 - $146,409	1,730 Added 8.06%	23,190 $1.95 Million
Q1 2024 Apr 23, 2024	SELL	$77.86 - $83.58 $165,063 - $177,189	-2,120 Reduced 8.99%	21,460 $1.79 Million
Q4 2023 Jan 31, 2024	BUY	$70.56 - $78.63 $1.66 Million - $1.85 Million	23,580 New	23,580 $1.84 Million

Others Institutions Holding USMV

# of Institutions

1,451

Shares Held

205M

Call Options Held

12.5K

Put Options Held

47.4K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetzel Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wetzel Investment Advisors, Inc. with notifications on news.

Account

Wetzel Investment Advisors, Inc. Ishares Msci Usa Min Vol Facto Transaction History