JFS Wealth 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 | $600K | Sell |
|
|||||
|
2025
Q1 | $720K | Buy |
|
|||||
|
2024
Q4 | $346K | Hold |
|
|||||
|
2024
Q3 | $355K | Buy |
|
|||||
|
2024
Q2 | $289K | Sell |
|
|||||
|
2024
Q1 | $472K | Buy |
|
|||||
|
2023
Q4 | $305K | Buy |
|
|||||
|
2023
Q3 | $162K | Buy |
|
|||||
|
2023
Q2 | $45.1K | Buy |
|
|||||
|
2023
Q1 | $36.5K | Hold |
|
|||||
|
2022
Q4 | $36.2K | Hold |
|
|||||
|
2022
Q3 | $33K | Hold |
|
|||||
|
2022
Q2 | $35K | Hold |
|
|||||
|
2022
Q1 | $39K | Sell |
|
|||||
|
2021
Q4 | $41K | Buy |
|
|||||
|
2021
Q3 | $37K | Buy |
|