Annex Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
Other funds holding USMV
RJA
FCBT
Annex Advisory Services's USMV Position: Q3 2022 in Review
Annex Advisory Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2022, closing a stake of 3,335 shares — an estimated $234K sold.
Annex Advisory Services first reported a position in USMV in Q2 2021 and held it in 2 quarters. The position peaked at $234K in Q2 2022. 1,062 funds tracked by Wall St. Rank hold USMV as of Q3 2022.
- Annex Advisory Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
- Annex Advisory Services sold 3,335 iShares MSCI USA Min Vol Factor ETF shares in Q3 2022, an estimated $234K.
- Annex Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2021 and held it in 2 quarters.
- Annex Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $234K in Q2 2022.
- 1,062 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2022.
Based on Annex Advisory Services's 13F filing for Q3 2022, filed 24 Oct 2022.