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Joel Adams & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Joel Adams & Associates’s Portfolio USMV Stock Details USMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$561K Sell
5,977
-2,177
-27% -$204K 0.5% 31
2025
Q1 		$764K Sell
8,154
-1,518
-16% -$142K 0.69% 24
2024
Q4 		$859K Buy
+9,672
New +$859K 0.78% 23