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

Argent 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 Q1	–	Sell	-2,895	Closed	-$234K	–	151
2021 Q4	$234K	Buy	+2,895	New	+$224K	0.13%	123
2021 Q3	–	Sell	-3,057	Closed	-$225K	–	137
2021 Q2	$225K	Buy	+3,057	New	+$221K	0.14%	124
2021 Q1	–	Sell	-4,756	Closed	-$323K	–	159
2020 Q4	$323K	Buy	4,756 +300	+7%	+$19.8K	0.2%	112
2020 Q3	$284K	Sell	4,456 -242	-5%	-$15.4K	0.19%	110
2020 Q2	$284K	Sell	4,698 -1,876	-29%	-$111K	0.22%	102
2020 Q1	$355K	Buy	6,574 +2,552	+63%	+$162K	0.36%	74
2019 Q4	$263K	Buy	+4,022	New	+$258K	0.2%	94

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

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

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

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

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

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

Argent Advisors's USMV Position: Q1 2022 in Review

Argent Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2022, closing a stake of 2,895 shares — an estimated $234K sold.

Argent Advisors first reported a position in USMV in Q4 2019 and held it in 7 quarters. The position peaked at $355K in Q1 2020. 1,121 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

Argent Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Argent Advisors sold 2,895 iShares MSCI USA Min Vol Factor ETF shares in Q1 2022, an estimated $234K.
Argent Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 7 quarters.
Argent Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $355K in Q1 2020.
1,121 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on Argent Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.