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Alera Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$682K Sell
7,464
-423
-5% -$37.3K 0.08% 103
2024
Q2 		$662K Buy
+7,887
New +$650K 0.08% 99

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alera Investment Advisors's USMV Position: Q3 2024 in Review

Alera Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.4% in Q3 2024, selling an estimated $37.3K and leaving 7,464 shares worth $682K. The position accounts for 0.08% of the portfolio, ranked #103.

Alera Investment Advisors first reported a position in USMV in Q2 2024 and has held it in 2 quarters since. 1,188 funds tracked by Wall St. Rank hold USMV as of Q3 2024.

  • Alera Investment Advisors held 7,464 shares of iShares MSCI USA Min Vol Factor ETF worth $682K as of Q3 2024.
  • Alera Investment Advisors sold 423 iShares MSCI USA Min Vol Factor ETF shares in Q3 2024, an estimated $37.3K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.08% of Alera Investment Advisors's portfolio in Q3 2024, its #103 holding.
  • Alera Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,188 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.