COWA LLC’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 | $1.88M | Buy |
+20,003
| New | +$1.88M | 0.72% | 34 |
|
|
2022
Q4 | – | Sell |
-423
| Closed | -$28K | – | 315 |
|
|
2022
Q3 | $28K | Buy |
+423
| New | +$28K | 0.02% | 226 |
|
|
2022
Q1 | – | Sell |
-3,916
| Closed | -$317K | – | 151 |
|
|
2021
Q4 | $317K | Hold |
3,916
| – | – | 0.16% | 101 |
|
|
2021
Q3 | $288K | Hold |
3,916
| – | – | 0.16% | 104 |
|
|
2021
Q2 | $290K | Hold |
3,916
| – | – | 0.18% | 94 |
|
|
2021
Q1 | $277K | Hold |
3,916
| – | – | 0.17% | 99 |
|
|
2020
Q4 | $265K | Buy |
+3,916
| New | +$265K | 0.2% | 88 |
|