American Portfolios Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

American Portfolios 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
2022 Q3	$5.94M	Buy	89,900 +49,807	+124%	+$3.59M	0.25%	75
2022 Q2	$2.81M	Sell	40,093 -2,538	-6%	-$186K	0.12%	187
2022 Q1	$3.31M	Buy	42,631 +978	+2%	+$74K	0.11%	191
2021 Q4	$3.37M	Buy	41,653 +1,835	+5%	+$142K	0.11%	176
2021 Q3	$2.93M	Sell	39,818 -421	-1%	-$32.1K	0.11%	189
2021 Q2	$2.96M	Sell	40,239 -1,037	-3%	-$74.9K	0.11%	180
2021 Q1	$2.86M	Buy	41,276 +1,359	+3%	+$91.9K	0.12%	158
2020 Q4	$2.71M	Sell	39,917 -1,075	-3%	-$70.8K	0.14%	142
2020 Q3	$2.61M	Buy	40,992 +4,936	+14%	+$313K	0.15%	133
2020 Q2	$2.19M	Buy	36,056 +9,286	+35%	+$551K	0.14%	152
2020 Q1	$1.45M	Sell	26,770 -33,145	-55%	-$2.1M	0.12%	163
2019 Q4	$3.93M	Sell	59,915 -28,310	-32%	-$1.82M	0.28%	80
2019 Q3	$5.66M	Buy	88,225 +4,792	+6%	+$304K	0.46%	39
2019 Q2	$5.15M	Sell	83,433 -75,548	-48%	-$4.54M	0.43%	42
2019 Q1	$9.35M	Buy	158,981 +47,088	+42%	+$2.64M	0.88%	14
2018 Q4	$5.86M	Buy	111,893 +45,686	+69%	+$2.51M	0.72%	21
2018 Q3	$3.78M	Buy	66,207 +57,819	+689%	+$3.22M	0.43%	49
2018 Q2	$446K	Buy	8,388 +683	+9%	+$35.9K	0.06%	310
2018 Q1	$400K	Sell	7,705 -384	-5%	-$20.3K	0.06%	314
2017 Q4	$427K	Buy	+8,089	New	+$420K	0.07%	293

Other funds holding USMV

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 Chicago, Illinois $374B AUM 17.66% 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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

American Portfolios Advisors's USMV Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 124% in Q3 2022, buying an estimated $3.59M and bringing the position to 89,900 shares worth $5.94M. The position accounts for 0.25% of the portfolio, ranked #75.

American Portfolios Advisors first reported a position in USMV in Q4 2017 and has held it in 20 quarters since. The position peaked at $9.35M in Q1 2019. 1,062 funds tracked by Wall St. Rank hold USMV as of Q3 2022.

American Portfolios Advisors held 89,900 shares of iShares MSCI USA Min Vol Factor ETF worth $5.94M as of Q3 2022.
American Portfolios Advisors bought 49,807 iShares MSCI USA Min Vol Factor ETF shares in Q3 2022, an estimated $3.59M.
iShares MSCI USA Min Vol Factor ETF made up 0.25% of American Portfolios Advisors's portfolio in Q3 2022, its #75 holding.
American Portfolios Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $9.35M in Q1 2019.
1,062 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.