Cooper Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $207K | Sell |
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|
2023
Q3 | $552K | Sell |
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|
2023
Q2 | $684K | Buy |
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|
2023
Q1 | $613K | Buy |
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|
2022
Q4 | $496K | Buy |
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|
2022
Q3 | $426K | Buy |
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|
2022
Q2 | $296K | Sell |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $466K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.17M | Sell |
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|
2020
Q4 | $5.19M | Buy |
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|
2020
Q3 | $4.37M | Buy |
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|
2020
Q2 | $3.96M | Buy |
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|
2020
Q1 | $207K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $330K | Buy |
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|
2019
Q2 | $276K | Sell |
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|
2019
Q1 | $273K | Buy |
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|
2018
Q4 | $210K | Buy |
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