Elevate Wealth Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
19,865
+1,807
| +10% | +$170K | 1.33% | 19 |
|
|
2025
Q1 | $1.69M | Buy |
18,058
+989
| +6% | +$92.6K | 1.2% | 20 |
|
|
2024
Q4 | $1.5M | Buy |
17,069
+1,468
| +9% | +$129K | 1.12% | 22 |
|
|
2024
Q3 | $1.42M | Buy |
15,601
+1,150
| +8% | +$105K | 1.06% | 23 |
|
|
2024
Q2 | $1.21M | Sell |
14,451
-24
| -0.2% | -$2.02K | 0.98% | 24 |
|
|
2024
Q1 | $1.21M | Sell |
14,475
-146
| -1% | -$12.2K | 1.05% | 26 |
|
|
2023
Q4 | $1.14M | Buy |
+14,621
| New | +$1.14M | 1.05% | 27 |
|