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Antonetti Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Antonetti Capital 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 		– Sell
-275
Closed -$21K – 356
2022
Q1 		$21K Hold
275
– – 0.02% 202
2021
Q4 		$22K Hold
275
– – 0.02% 238
2021
Q3 		$20K Buy
+275
New +$20.9K 0.02% 249

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Antonetti Capital Management's USMV Position: Q2 2022 in Review

Antonetti Capital Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2022, closing a stake of 275 shares — an estimated $21K sold.

Antonetti Capital Management first reported a position in USMV in Q3 2021 and held it in 3 quarters. The position peaked at $22K in Q4 2021. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

  • Antonetti Capital Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Antonetti Capital Management sold 275 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $21K.
  • Antonetti Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2021 and held it in 3 quarters.
  • Antonetti Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $22K in Q4 2021.
  • 1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on Antonetti Capital Management's 13F filing for Q2 2022, filed 8 Aug 2022.