Allie Family Office’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Allie Family Office’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 Q4	–	Sell	-6,126	Closed	-$444K	–	76
2023 Q3	$444K	Hold	6,126	–	–	0.36%	41
2023 Q2	$455K	Hold	6,126	–	–	0.33%	44
2023 Q1	$446K	Hold	6,126	–	–	0.33%	47
2022 Q4	$442K	Hold	6,126	–	–	0.36%	47
2022 Q3	$405K	Hold	6,126	–	–	0.35%	47
2022 Q2	$430K	Hold	6,126	–	–	0.35%	45
2022 Q1	$475K	Hold	6,126	–	–	0.36%	44
2021 Q4	$496K	Buy	+6,126	New	+$474K	0.39%	50

Other funds holding USMV

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

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

RJA

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allie Family Office's USMV Position: Q4 2023 in Review

Allie Family Office sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2023, closing a stake of 6,126 shares — an estimated $444K sold.

Allie Family Office first reported a position in USMV in Q4 2021 and held it in 8 quarters. The position peaked at $496K in Q4 2021. 1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

Allie Family Office reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
Allie Family Office sold 6,126 iShares MSCI USA Min Vol Factor ETF shares in Q4 2023, an estimated $444K.
Allie Family Office first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 8 quarters.
Allie Family Office's iShares MSCI USA Min Vol Factor ETF position peaked at $496K in Q4 2021.
1,224 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2023.

Based on Allie Family Office's 13F filing for Q4 2023, filed 12 Feb 2024.