ECA
Elevation Capital Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-37,628
| Closed | -$3.52M | – | 79 |
|
|
2025
Q1 | $3.52M | Buy |
+37,628
| New | +$3.52M | 1.54% | 23 |
|
|
2024
Q4 | – | Sell |
-40,304
| Closed | -$3.68M | – | 75 |
|
|
2024
Q3 | $3.68M | Buy |
+40,304
| New | +$3.68M | 1.62% | 23 |
|
|
2021
Q2 | $10.4M | Buy |
+140,779
| New | +$10.4M | 5.82% | 10 |
|