Arthur M. Cohen & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,081
| Closed | -$413K | – | 142 |
|
|
2020
Q4 | $413K | Buy |
6,081
+27
| +0.4% | +$1.83K | 0.1% | 105 |
|
|
2020
Q3 | $385K | Buy |
6,054
+30
| +0.5% | +$1.91K | 0.1% | 103 |
|
|
2020
Q2 | $365K | Buy |
6,024
+14
| +0.2% | +$848 | 0.11% | 89 |
|
|
2020
Q1 | $312K | Buy |
6,010
+17
| +0.3% | +$883 | 0.12% | 85 |
|
|
2019
Q4 | $393K | Buy |
5,993
+16
| +0.3% | +$1.05K | 0.12% | 90 |
|
|
2019
Q3 | $383 | Buy |
+5,977
| New | +$383 | 0.11% | 87 |
|