J.W. Coons 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 | $628K | Buy |
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|
2025
Q1 | $626K | Buy |
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|
2024
Q4 | $593K | Buy |
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|
2024
Q3 | $608K | Buy |
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|
2024
Q2 | $558K | Buy |
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|
2024
Q1 | $555K | Buy |
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|
2023
Q4 | $517K | Buy |
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|
2023
Q3 | $477K | Sell |
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|
2023
Q2 | $520K | Buy |
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|
2023
Q1 | $508K | Buy |
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|
2022
Q4 | $503K | Buy |
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|
2022
Q3 | $460K | Buy |
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|
2022
Q2 | $488K | Sell |
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|
2022
Q1 | $569K | Buy |
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|
2021
Q4 | $592K | Buy |
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|
2021
Q3 | $537K | Buy |
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|
2021
Q2 | $537K | Buy |
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|
2021
Q1 | $505K | Buy |
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|
2020
Q4 | $494K | Buy |
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|
2020
Q3 | $462K | Buy |
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|
2020
Q2 | $439K | Buy |
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|
2020
Q1 | $390K | Buy |
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