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Advanced Research Investment Solutions’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Advanced Research Investment Solutions’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
2021
Q4 		– Sell
-720
Closed -$52.9K – 215
2021
Q3 		$52.9K Buy
+720
New +$54.8K 0.03% 75

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Envestnet Asset Management
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BlackRock
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advanced Research Investment Solutions's USMV Position: Q4 2021 in Review

Advanced Research Investment Solutions sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2021, closing a stake of 720 shares — an estimated $52.9K sold.

Advanced Research Investment Solutions first reported a position in USMV in Q3 2021 and held it in 1 quarter. The position peaked at $52.9K in Q3 2021. 1,124 funds tracked by Wall St. Rank hold USMV as of Q4 2021.

  • Advanced Research Investment Solutions reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 720 iShares MSCI USA Min Vol Factor ETF shares in Q4 2021, an estimated $52.9K.
  • Advanced Research Investment Solutions first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2021 and held it in 1 quarter.
  • Advanced Research Investment Solutions's iShares MSCI USA Min Vol Factor ETF position peaked at $52.9K in Q3 2021.
  • 1,124 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2021.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2021, filed 9 Feb 2022.