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

Advisor Partners’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 Q2	–	Sell	-5,150	Closed	-$399K	–	900
2022 Q1	$399K	Sell	5,150 -1,318	-20%	-$99.8K	0.02%	584
2021 Q4	$524K	Sell	6,468 -2,223	-26%	-$172K	0.03%	501
2021 Q3	$639K	Buy	8,691 +4,818	+124%	+$367K	0.04%	411
2021 Q2	$285K	Buy	+3,873	New	+$280K	0.02%	665
2020 Q2	–	Sell	-4,722	Closed	-$255K	–	711
2020 Q1	$255K	Buy	4,722 +1,590	+51%	+$101K	0.03%	486
2019 Q4	$209K	Buy	+3,132	New	+$201K	0.02%	590
2018 Q4	–	Sell	-3,607	Closed	-$206K	–	663
2018 Q3	$206K	Buy	+3,607	New	+$201K	0.03%	591

Other funds holding USMV

RJA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisor Partners's USMV Position: Q2 2022 in Review

Advisor Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2022, closing a stake of 5,150 shares — an estimated $399K sold.

Advisor Partners first reported a position in USMV in Q3 2018 and held it in 7 quarters. The position peaked at $639K in Q3 2021. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

Advisor Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
Advisor Partners sold 5,150 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $399K.
Advisor Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2018 and held it in 7 quarters.
Advisor Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $639K in Q3 2021.
1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.