Baldwin Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-775	Closed	-$70.8K	–	976
2024 Q3	$70.8K	Sell	775 -314	-29%	-$27.7K	﹤0.01%	471
2024 Q2	$91.4K	Hold	1,089	–	–	0.01%	273
2024 Q1	$91K	Hold	1,089	–	–	0.01%	284
2023 Q4	$85K	Hold	1,089	–	–	0.01%	297
2023 Q3	$78.8K	Sell	1,089 -1,785	-62%	-$133K	0.01%	329
2023 Q2	$214K	Sell	2,874 -1,780	-38%	-$130K	0.02%	231
2023 Q1	$339K	Buy	4,654 +958	+26%	+$68.9K	0.03%	194
2022 Q4	$266K	Buy	3,696 +1,785	+93%	+$127K	0.02%	209
2022 Q3	$126K	Hold	1,911	–	–	0.02%	216
2022 Q2	$134K	Buy	1,911 +822	+75%	+$60.2K	0.02%	226
2022 Q1	$84K	Buy	1,089 +775	+247%	+$58.7K	0.01%	297
2021 Q4	$25K	Hold	314	–	–	﹤0.01%	429
2021 Q3	$23K	Hold	314	–	–	﹤0.01%	445
2021 Q2	$23K	Hold	314	–	–	﹤0.01%	460
2021 Q1	$22K	Hold	314	–	–	﹤0.01%	450
2020 Q4	$21K	Hold	314	–	–	﹤0.01%	402
2020 Q3	$20K	Hold	314	–	–	﹤0.01%	386
2020 Q2	$19K	Hold	314	–	–	﹤0.01%	396
2020 Q1	$17K	Hold	314	–	–	﹤0.01%	389
2019 Q4	$21K	Hold	314	–	–	﹤0.01%	406
2019 Q3	$20K	Hold	314	–	–	﹤0.01%	406
2019 Q2	$19K	Hold	314	–	–	﹤0.01%	403
2019 Q1	$18K	Hold	314	–	–	﹤0.01%	408
2018 Q4	$16K	Hold	314	–	–	﹤0.01%	401
2018 Q3	$18K	Hold	314	–	–	﹤0.01%	414
2018 Q2	$17K	Buy	+314	New	+$16.5K	﹤0.01%	418

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

Baldwin Wealth Partners's USMV Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2024, closing a stake of 775 shares — an estimated $70.8K sold.

Baldwin Wealth Partners first reported a position in USMV in Q2 2018 and held it in 26 quarters. The position peaked at $339K in Q1 2023. 1,282 funds tracked by Wall St. Rank hold USMV as of Q4 2024.

Baldwin Wealth Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 775 iShares MSCI USA Min Vol Factor ETF shares in Q4 2024, an estimated $70.8K.
Baldwin Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2018 and held it in 26 quarters.
Baldwin Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $339K in Q1 2023.
1,282 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.