Cooper/Haims Advisors’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
$206K Hold
2,194
0.1% 79
2025
Q1
$205K Buy
+2,194
New +$205K 0.11% 75
2024
Q4
Sell
-2,194
Closed -$200K 88
2024
Q3
$200K Buy
+2,194
New +$200K 0.11% 83