PA
Pineridge Advisors’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 | $612K | Buy |
6,515
+419
| +7% | +$39.3K | 0.22% | 23 |
|
|
2025
Q1 | $571K | Buy |
6,096
+704
| +13% | +$65.9K | 0.22% | 22 |
|
|
2024
Q4 | $479K | Sell |
5,392
-1,317
| -20% | -$117K | 0.18% | 29 |
|
|
2024
Q3 | $613K | Sell |
6,709
-154
| -2% | -$14.1K | 0.23% | 36 |
|
|
2024
Q2 | $576K | Sell |
6,863
-419,676
| -98% | -$35.2M | 0.2% | 35 |
|
|
2024
Q1 | $35.7M | Sell |
426,539
-19,987
| -4% | -$1.67M | 12.54% | 2 |
|
|
2023
Q4 | $34.8M | Buy |
+446,526
| New | +$34.8M | 11.54% | 2 |
|