Autumn Glory Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Autumn Glory Partners’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
2023 Q4	–	Sell	-3,503	Closed	-$254K	–	174
2023 Q3	$254K	Buy	+3,503	New	+$261K	0.15%	129
2023 Q2	–	Sell	-3,513	Closed	-$256K	–	175
2023 Q1	$256K	Hold	3,513	–	–	0.22%	105
2022 Q4	$253K	Sell	3,513 -5,615	-62%	-$400K	0.14%	139
2022 Q3	$603K	Hold	9,128	–	–	0.41%	75
2022 Q2	$641K	Hold	9,128	–	–	0.47%	61
2022 Q1	$708K	Buy	9,128 +2,629	+40%	+$199K	0.41%	77
2021 Q4	$526K	Buy	+6,499	New	+$503K	0.22%	105

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Autumn Glory Partners's USMV Position: Q4 2023 in Review

Autumn Glory Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2023, closing a stake of 3,503 shares — an estimated $254K sold.

Autumn Glory Partners first reported a position in USMV in Q4 2021 and held it in 7 quarters. The position peaked at $708K in Q1 2022. 1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

Autumn Glory Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
Autumn Glory Partners sold 3,503 iShares MSCI USA Min Vol Factor ETF shares in Q4 2023, an estimated $254K.
Autumn Glory Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 7 quarters.
Autumn Glory Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $708K in Q1 2022.
1,224 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2023.

Based on Autumn Glory Partners's 13F filing for Q4 2023, filed 24 Jan 2024.