Eldridge Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Hold |
|
|||||
|
2025
Q1 | $593K | Sell |
|
|||||
|
2024
Q4 | $595K | Hold |
|
|||||
|
2024
Q3 | $612K | Hold |
|
|||||
|
2024
Q2 | $563K | Hold |
|
|||||
|
2024
Q1 | $560K | Hold |
|
|||||
|
2023
Q4 | $523K | Hold |
|
|||||
|
2023
Q3 | $485K | Hold |
|
|||||
|
2023
Q2 | $498K | Hold |
|
|||||
|
2023
Q1 | $488K | Hold |
|
|||||
|
2022
Q4 | $484K | Sell |
|
|||||
|
2022
Q3 | $470K | Buy |
|
|||||
|
2022
Q2 | $450K | Buy |
|
|||||
|
2022
Q1 | $474K | Hold |
|
|||||
|
2021
Q4 | $494K | Hold |
|
|||||
|
2021
Q3 | $449K | Hold |
|
|||||
|
2021
Q2 | $450K | Hold |
|
|||||
|
2021
Q1 | $423K | Buy |
|
|||||
|
2020
Q4 | $405K | Sell |
|
|||||
|
2020
Q3 | $401K | Sell |
|
|||||
|
2020
Q2 | $399K | Hold |
|
|||||
|
2020
Q1 | $356K | Sell |
|
|||||
|
2019
Q4 | $450K | Buy |
|
|||||
|
2019
Q3 | $435K | Buy |
|
|||||
|
2019
Q2 | $363K | Buy |
|
|||||
|
2019
Q1 | $327K | Sell |
|
|||||
|
2018
Q4 | $711K | Buy |
|
|||||
|
2018
Q3 | $220K | Hold |
|
|||||
|
2018
Q2 | $205K | Hold |
|
|||||
|
2018
Q1 | $200K | Hold |
|
|||||
|
2017
Q4 | $204K | Buy |
|