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3Chopt Investment Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

3Chopt Investment Partners’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
2023
Q4 		– Sell
-10,459
Closed -$766K – 167
2023
Q3 		$766K Buy
+10,459
New +$780K 0.45% 49

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RJA
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Envestnet Asset Management
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PNC Financial Services Group
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

3Chopt Investment Partners's USMV Position: Q4 2023 in Review

3Chopt Investment Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2023, closing a stake of 10,459 shares — an estimated $766K sold.

3Chopt Investment Partners first reported a position in USMV in Q3 2023 and held it in 1 quarter. The position peaked at $766K in Q3 2023. 1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

  • 3Chopt Investment Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • 3Chopt Investment Partners sold 10,459 iShares MSCI USA Min Vol Factor ETF shares in Q4 2023, an estimated $766K.
  • 3Chopt Investment Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and held it in 1 quarter.
  • 3Chopt Investment Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $766K in Q3 2023.
  • 1,224 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2023.

Based on 3Chopt Investment Partners's 13F filing for Q4 2023, filed 12 Feb 2024.