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

Aevitas 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
2022
Q4 		$277K Buy
3,847
+443
+13% +$31.5K 0.16% 101
2022
Q3 		$225K Buy
3,404
+33
+1% +$2.38K 0.17% 105
2022
Q2 		$237K Sell
3,371
-92
-3% -$6.74K 0.16% 102
2022
Q1 		$269K Buy
3,463
+10
+0.3% +$757 0.16% 104
2021
Q4 		$279K Buy
3,453
+9
+0.3% +$697 0.17% 109
2021
Q3 		$253K Buy
3,444
+10
+0.3% +$762 0.16% 115
2021
Q2 		$253K Buy
3,434
+8
+0.2% +$578 0.16% 111
2021
Q1 		$237K Sell
3,426
-195
-5% -$13.2K 0.17% 109
2020
Q4 		$246K Buy
3,621
+13
+0.4% +$856 0.18% 104
2020
Q3 		$230K Sell
3,608
-65
-2% -$4.13K 0.19% 98
2020
Q2 		$223K Buy
+3,673
New +$218K 0.21% 94
2020
Q1 		– Sell
-3,563
Closed -$234K – 106
2019
Q4 		$234K Buy
+3,563
New +$229K 0.22% 101
2019
Q2 		– Sell
-2,238
Closed -$131K – 327
2019
Q1 		$131K Buy
2,238
+6
+0.3% +$336 0.12% 127
2018
Q4 		$117K Buy
2,232
+15
+0.7% +$825 0.12% 124
2018
Q3 		$126K Buy
2,217
+8
+0.4% +$446 0.11% 128
2018
Q2 		$117K Hold
2,209
– – 0.11% 128
2018
Q1 		$115K Buy
2,209
+7
+0.3% +$370 0.11% 126
2017
Q4 		$116K Buy
+2,202
New +$114K 0.11% 126

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aevitas Wealth Management's USMV Position: Q4 2022 in Review

Aevitas Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 13% in Q4 2022, buying an estimated $31.5K and bringing the position to 3,847 shares worth $277K. The position accounts for 0.16% of the portfolio, ranked #101.

Aevitas Wealth Management first reported a position in USMV in Q4 2017 and has held it in 18 quarters since. The position peaked at $279K in Q4 2021. 1,155 funds tracked by Wall St. Rank hold USMV as of Q4 2022.

  • Aevitas Wealth Management held 3,847 shares of iShares MSCI USA Min Vol Factor ETF worth $277K as of Q4 2022.
  • Aevitas Wealth Management bought 443 iShares MSCI USA Min Vol Factor ETF shares in Q4 2022, an estimated $31.5K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.16% of Aevitas Wealth Management's portfolio in Q4 2022, its #101 holding.
  • Aevitas Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 18 quarters since.
  • Aevitas Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $279K in Q4 2021.
  • 1,155 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.