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BDO Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

BDO Wealth Advisors’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
Q2 		$821K Sell
11,040
-7
-0.1% -$512 0.09% 144
2023
Q1 		$804K Sell
11,047
-456
-4% -$32.8K 0.1% 138
2022
Q4 		$829K Buy
11,503
+13
+0.1% +$925 0.1% 138
2022
Q3 		$760K Buy
11,490
+124
+1% +$8.94K 0.1% 142
2022
Q2 		$798K Sell
11,366
-556
-5% -$40.7K 0.1% 143
2022
Q1 		$925K Buy
11,922
+115
+1% +$8.71K 0.1% 137
2021
Q4 		$955K Sell
11,807
-16
-0.1% -$1.24K 0.1% 137
2021
Q3 		$869K Buy
11,823
+336
+3% +$25.6K 0.1% 141
2021
Q2 		$846K Buy
11,487
+1,374
+14% +$99.3K 0.09% 147
2021
Q1 		$700K Sell
10,113
-928
-8% -$62.7K 0.08% 159
2020
Q4 		$749K Sell
11,041
-65
-0.6% -$4.28K 0.11% 124
2020
Q3 		$708K Sell
11,106
-1,309
-11% -$83.1K 0.12% 116
2020
Q2 		$753K Buy
12,415
+410
+3% +$24.3K 0.13% 110
2020
Q1 		$648K Buy
12,005
+297
+3% +$18.8K 0.13% 111
2019
Q4 		$768K Sell
11,708
-233
-2% -$15K 0.2% 90
2019
Q3 		$765K Buy
11,941
+7,390
+162% +$468K 0.2% 93
2019
Q2 		$281K Sell
4,551
-45
-1% -$2.7K 0.08% 153
2019
Q1 		$270K Sell
4,596
-758
-14% -$42.5K 0.08% 148
2018
Q4 		$281K Sell
5,354
-2,869
-35% -$158K 0.1% 121
2018
Q3 		$469K Sell
8,223
-208
-2% -$11.6K 0.15% 99
2018
Q2 		$448K Buy
8,431
+1,035
+14% +$54.5K 0.15% 99
2018
Q1 		$384K Buy
+7,396
New +$391K 0.14% 99
2017
Q3 		– Sell
-6,729
Closed -$329K – 543
2017
Q2 		$329K Buy
+6,729
New +$328K 0.14% 101

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BDO Wealth Advisors's USMV Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.06% in Q2 2023, selling an estimated $512 and leaving 11,040 shares worth $821K. The position accounts for 0.09% of the portfolio, ranked #144.

BDO Wealth Advisors first reported a position in USMV in Q2 2017 and has held it in 23 quarters since. The position peaked at $955K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold USMV as of Q2 2023.

  • BDO Wealth Advisors held 11,040 shares of iShares MSCI USA Min Vol Factor ETF worth $821K as of Q2 2023.
  • BDO Wealth Advisors sold 7 iShares MSCI USA Min Vol Factor ETF shares in Q2 2023, an estimated $512.
  • iShares MSCI USA Min Vol Factor ETF made up 0.09% of BDO Wealth Advisors's portfolio in Q2 2023, its #144 holding.
  • BDO Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2017 and has held it in 23 quarters since.
  • BDO Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $955K in Q4 2021.
  • 1,147 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.