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

Atlas Private 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
2024
Q1 		$1.96M Sell
23,446
-1,619
-6% -$131K 0.82% 39
2023
Q4 		$1.96M Sell
25,065
-900
-3% -$67.2K 0.92% 36
2023
Q3 		$1.88M Buy
25,965
+111
+0.4% +$8.28K 1.01% 31
2023
Q2 		$1.92M Sell
25,854
-1,115
-4% -$81.5K 1.01% 29
2023
Q1 		$1.96M Buy
26,969
+926
+4% +$66.6K 1.18% 23
2022
Q4 		$1.88M Sell
26,043
-818
-3% -$58.2K 0.87% 24
2022
Q3 		$1.78M Buy
26,861
+239
+0.9% +$17.2K 1.29% 18
2022
Q2 		$1.87M Buy
26,622
+95
+0.4% +$6.96K 1.28% 19
2022
Q1 		$2.06M Buy
26,527
+1,580
+6% +$120K 1.2% 21
2021
Q4 		$2.02M Buy
24,947
+159
+0.6% +$12.3K 1.12% 24
2021
Q3 		$1.82M Sell
24,788
-479
-2% -$36.5K 1.11% 25
2021
Q2 		$1.86M Sell
25,267
-590
-2% -$42.6K 1.15% 24
2021
Q1 		$1.79M Buy
25,857
+1,167
+5% +$78.9K 1.14% 25
2020
Q4 		$1.68M Buy
24,690
+10
+0% +$658 1.19% 25
2020
Q3 		$1.57M Buy
24,680
+798
+3% +$50.6K 1.23% 25
2020
Q2 		$1.45M Sell
23,882
-412
-2% -$24.4K 1.17% 24
2020
Q1 		$1.31M Buy
24,294
+788
+3% +$50K 1.21% 22
2019
Q4 		$1.54M Buy
+23,506
New +$1.51M 1.18% 24

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atlas Private Wealth Management's USMV Position: Q1 2024 in Review

Atlas Private Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.5% in Q1 2024, selling an estimated $131K and leaving 23,446 shares worth $1.96M. The position accounts for 0.82% of the portfolio, ranked #39.

Atlas Private Wealth Management first reported a position in USMV in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.06M in Q1 2022. 1,169 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

  • Atlas Private Wealth Management held 23,446 shares of iShares MSCI USA Min Vol Factor ETF worth $1.96M as of Q1 2024.
  • Atlas Private Wealth Management sold 1,619 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $131K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.82% of Atlas Private Wealth Management's portfolio in Q1 2024, its #39 holding.
  • Atlas Private Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 18 quarters since.
  • Atlas Private Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $2.06M in Q1 2022.
  • 1,169 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.