Advisor Partners II’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Advisor Partners II’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 Q3	$237K	Buy	+3,278	New	+$244K	0.01%	1087

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Advisor Partners II's USMV Position: Q3 2023 in Review

Advisor Partners II opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2023: 3,278 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #1087 among its holdings.

1,145 funds tracked by Wall St. Rank hold USMV as of Q3 2023.

Advisor Partners II held 3,278 shares of iShares MSCI USA Min Vol Factor ETF worth $237K as of Q3 2023.
iShares MSCI USA Min Vol Factor ETF was a new Advisor Partners II position in Q3 2023.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #1087 holding.
1,145 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.