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J.W. Coons Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

J.W. Coons Advisors’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$628K Buy
6,695
+10
+0.1% +$920 0.14% 135
2025
Q1 		$626K Buy
6,685
+10
+0.1% +$920 0.17% 127
2024
Q4 		$593K Buy
6,675
+13
+0.2% +$1.19K 0.15% 131
2024
Q3 		$608K Buy
6,662
+13
+0.2% +$1.15K 0.15% 132
2024
Q2 		$558K Buy
6,649
+10
+0.2% +$824 0.14% 132
2024
Q1 		$555K Buy
6,639
+12
+0.2% +$968 0.13% 141
2023
Q4 		$517K Buy
6,627
+31
+0.5% +$2.31K 0.14% 134
2023
Q3 		$477K Sell
6,596
-400
-6% -$29.8K 0.14% 136
2023
Q2 		$520K Buy
6,996
+12
+0.2% +$877 0.14% 138
2023
Q1 		$508K Buy
6,984
+14
+0.2% +$1.01K 0.15% 140
2022
Q4 		$503K Buy
6,970
+15
+0.2% +$1.07K 0.15% 137
2022
Q3 		$460K Buy
6,955
+16
+0.2% +$1.15K 0.17% 138
2022
Q2 		$488K Sell
6,939
-390
-5% -$28.6K 0.17% 141
2022
Q1 		$569K Buy
7,329
+12
+0.2% +$909 0.17% 139
2021
Q4 		$592K Buy
7,317
+11
+0.2% +$852 0.18% 134
2021
Q3 		$537K Buy
7,306
+13
+0.2% +$990 0.18% 132
2021
Q2 		$537K Buy
7,293
+10
+0.1% +$722 0.19% 130
2021
Q1 		$505K Buy
7,283
+14
+0.2% +$947 0.18% 138
2020
Q4 		$494K Buy
7,269
+15
+0.2% +$987 0.19% 126
2020
Q3 		$462K Buy
7,254
+17
+0.2% +$1.08K 0.19% 125
2020
Q2 		$439K Buy
7,237
+17
+0.2% +$1.01K 0.19% 128
2020
Q1 		$390K Buy
+7,220
New +$458K 0.2% 123

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

J.W. Coons Advisors's USMV Position: Q2 2025 in Review

J.W. Coons Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.15% in Q2 2025, buying an estimated $920 and bringing the position to 6,695 shares worth $628K. The position accounts for 0.14% of the portfolio, ranked #135.

J.W. Coons Advisors first reported a position in USMV in Q1 2020 and has held it in 22 quarters since. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • J.W. Coons Advisors held 6,695 shares of iShares MSCI USA Min Vol Factor ETF worth $628K as of Q2 2025.
  • J.W. Coons Advisors bought 10 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $920.
  • iShares MSCI USA Min Vol Factor ETF made up 0.14% of J.W. Coons Advisors's portfolio in Q2 2025, its #135 holding.
  • J.W. Coons Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and has held it in 22 quarters since.
  • 1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.