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

ACG Wealth’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
2022
Q3 		– Sell
-754
Closed -$53K – 974
2022
Q2 		$53K Buy
+754
New +$55.2K 0.01% 428
2017
Q3 		– Sell
-5,225
Closed -$255K – 321
2017
Q2 		$255K Buy
+5,225
New +$254K 0.04% 256

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACG Wealth's USMV Position: Q3 2022 in Review

ACG Wealth sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2022, closing a stake of 754 shares — an estimated $53K sold.

ACG Wealth first reported a position in USMV in Q2 2017 and held it in 2 quarters. The position peaked at $255K in Q2 2017. 1,062 funds tracked by Wall St. Rank hold USMV as of Q3 2022.

  • ACG Wealth reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 754 iShares MSCI USA Min Vol Factor ETF shares in Q3 2022, an estimated $53K.
  • ACG Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2017 and held it in 2 quarters.
  • ACG Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $255K in Q2 2017.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.