J.W. Cole Advisors’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
Q2 | $10.2M | Buy |
|
|||||
|
2025
Q1 | $7.85M | Sell |
|
|||||
|
2024
Q4 | $9.06M | Buy |
|
|||||
|
2024
Q3 | $9.27M | Buy |
|
|||||
|
2024
Q2 | $8.36M | Buy |
|
|||||
|
2024
Q1 | $7.06M | Buy |
|
|||||
|
2023
Q4 | $6.12M | Buy |
|
|||||
|
2023
Q3 | $5.62M | Sell |
|
|||||
|
2023
Q2 | $5.78M | Buy |
|
|||||
|
2023
Q1 | $5.5M | Buy |
|
|||||
|
2022
Q4 | $5.22M | Buy |
|
|||||
|
2022
Q3 | $4.72M | Sell |
|
|||||
|
2022
Q2 | $5.22M | Sell |
|
|||||
|
2022
Q1 | $7.31M | Sell |
|
|||||
|
2021
Q4 | $11.1M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $9.46M | Buy |
|
|||||
|
2021
Q1 | $8.76M | Sell |
|
|||||
|
2020
Q4 | $9.14M | Buy |
|
|||||
|
2020
Q3 | $8.08M | Sell |
|
|||||
|
2020
Q2 | $8.21M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $9.35M | Buy |
|