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Ables Iannone Moore & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ables Iannone Moore & Associates’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
2024
Q1 		– Sell
-10
Closed -$780 – 278
2023
Q4 		$780 Buy
+10
New +$746 ﹤0.01% 263

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RJA
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PNC Financial Services Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ables Iannone Moore & Associates's USMV Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2024, closing a stake of 10 shares — an estimated $780 sold.

Ables Iannone Moore & Associates first reported a position in USMV in Q4 2023 and held it in 1 quarter. The position peaked at $780 in Q4 2023. 1,173 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 10 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $780.
  • Ables Iannone Moore & Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's iShares MSCI USA Min Vol Factor ETF position peaked at $780 in Q4 2023.
  • 1,173 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.