Coppell Advisory Solutions’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
2025
Q1
Sell
-509
Closed -$45.2K 1793
2024
Q4
$45.2K Sell
509
-211
-29% -$19.4K 0.01% 613
2024
Q3
$65.6K Buy
720
+108
+18% +$9.52K 0.01% 483
2024
Q2
$51.4K Buy
+612
New +$50.4K 0.01% 493
2023
Q4
$87K Buy
1,115
+818
+275% +$61K 0.02% 385
2023
Q3
$21.4K Buy
297
+45
+18% +$3.35K 0.01% 482
2023
Q2
$18.5K Buy
+252
New +$18.4K 0.01% 568
2023
Q1
Sell
-297
Closed -$21.4K 1037
2022
Q4
$21.4K Buy
+297
New +$21.1K 0.01% 489

Other funds holding USMV

Coppell Advisory Solutions's USMV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 509 shares — an estimated $45.2K sold.

Coppell Advisory Solutions first reported a position in USMV in Q4 2022 and held it in 7 quarters. The position peaked at $87K in Q4 2023. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 509 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $45.2K.
  • Coppell Advisory Solutions first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's iShares MSCI USA Min Vol Factor ETF position peaked at $87K in Q4 2023.
  • 1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.