Authentikos Wealth Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,703
Closed -$196K 565
2023
Q3
$196K Sell
2,703
-235
-8% -$17.5K 0.19% 70
2023
Q2
$218K Buy
+2,938
New +$215K 0.21% 64

Other funds holding USMV

Authentikos Wealth Advisory's USMV Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2023, closing a stake of 2,703 shares — an estimated $196K sold.

Authentikos Wealth Advisory first reported a position in USMV in Q2 2023 and held it in 2 quarters. The position peaked at $218K in Q2 2023. 1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 2,703 iShares MSCI USA Min Vol Factor ETF shares in Q4 2023, an estimated $196K.
  • Authentikos Wealth Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and held it in 2 quarters.
  • Authentikos Wealth Advisory's iShares MSCI USA Min Vol Factor ETF position peaked at $218K in Q2 2023.
  • 1,224 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.