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

Altium 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 Q2	$290K	Buy	4,126 +932	+29%	+$68.2K	0.02%	303
2022 Q1	$248K	Buy	3,194 +561	+21%	+$42.5K	0.02%	338
2021 Q4	$213K	Buy	+2,633	New	+$204K	0.01%	360
2020 Q1	–	Sell	-7,124	Closed	-$467K	–	359
2019 Q4	$467K	Buy	7,124 +444	+7%	+$28.5K	0.06%	173
2019 Q3	$428K	Sell	6,680 -275	-4%	-$17.4K	0.06%	175
2019 Q2	$429K	Sell	6,955 -32	-0.5%	-$1.92K	0.06%	178
2019 Q1	$411K	Sell	6,987 -1,187	-15%	-$66.5K	0.07%	181
2018 Q4	$428K	Buy	8,174 +1,196	+17%	+$65.7K	0.08%	165
2018 Q3	$398K	Sell	6,978 -6,582	-49%	-$367K	0.08%	182
2018 Q2	$721K	Buy	13,560 +4,023	+42%	+$212K	0.19%	88
2018 Q1	$496K	Hold	9,537	–	–	0.2%	85
2017 Q4	$503K	Buy	+9,537	New	+$495K	0.23%	77

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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altium Wealth Management's USMV Position: Q2 2022 in Review

Altium Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 29% in Q2 2022, buying an estimated $68.2K and bringing the position to 4,126 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #303.

Altium Wealth Management first reported a position in USMV in Q4 2017 and has held it in 12 quarters since. The position peaked at $721K in Q2 2018. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

Altium Wealth Management held 4,126 shares of iShares MSCI USA Min Vol Factor ETF worth $290K as of Q2 2022.
Altium Wealth Management bought 932 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $68.2K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #303 holding.
Altium Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 12 quarters since.
Altium Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $721K in Q2 2018.
1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.