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Accel Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Accel Wealth Management’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
Q2 		– Sell
-36
Closed -$2.62K – 831
2023
Q1 		$2.62K Hold
36
– – ﹤0.01% 1078
2022
Q4 		$2.6K Hold
36
– – ﹤0.01% 884
2022
Q3 		$2K Buy
+36
New +$2.6K ﹤0.01% 947

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accel Wealth Management's USMV Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2023, closing a stake of 36 shares — an estimated $2.62K sold.

Accel Wealth Management first reported a position in USMV in Q3 2022 and held it in 3 quarters. The position peaked at $2.62K in Q1 2023. 1,147 funds tracked by Wall St. Rank hold USMV as of Q2 2023.

  • Accel Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 36 iShares MSCI USA Min Vol Factor ETF shares in Q2 2023, an estimated $2.62K.
  • Accel Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2022 and held it in 3 quarters.
  • Accel Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $2.62K in Q1 2023.
  • 1,147 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.