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Axim Planning & Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-190
Closed -$13K – 155
2022
Q3 		$13K Hold
190
– – 0.01% 103
2022
Q2 		$13K Buy
+190
New +$13.9K 0.01% 82

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Axim Planning & Wealth's USMV Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2022, closing a stake of 190 shares — an estimated $13K sold.

Axim Planning & Wealth first reported a position in USMV in Q2 2022 and held it in 2 quarters. The position peaked at $13K in Q3 2022. 1,155 funds tracked by Wall St. Rank hold USMV as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 190 iShares MSCI USA Min Vol Factor ETF shares in Q4 2022, an estimated $13K.
  • Axim Planning & Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $13K in Q3 2022.
  • 1,155 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.