Beacon Capital Management Inc (Ohio)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q1	–	Sell	-18	Closed	-$1.3K	–	124
2022 Q4	$1.3K	Buy	+18	New	+$1.28K	﹤0.01%	81
2022 Q2	–	Sell	-273	Closed	-$21K	–	114
2022 Q1	$21K	Buy	+273	New	+$20.7K	﹤0.01%	55
2018 Q3	–	Sell	-2,331	Closed	-$124K	–	75
2018 Q2	$124K	Buy	+2,331	New	+$123K	0.01%	29

Other funds holding USMV

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s USMV Position: Q1 2023 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2023, closing a stake of 18 shares — an estimated $1.3K sold.

Beacon Capital Management Inc (Ohio) first reported a position in USMV in Q2 2018 and held it in 3 quarters. The position peaked at $124K in Q2 2018. 1,127 funds tracked by Wall St. Rank hold USMV as of Q1 2023.

Beacon Capital Management Inc (Ohio) reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 18 iShares MSCI USA Min Vol Factor ETF shares in Q1 2023, an estimated $1.3K.
Beacon Capital Management Inc (Ohio) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2018 and held it in 3 quarters.
Beacon Capital Management Inc (Ohio)'s iShares MSCI USA Min Vol Factor ETF position peaked at $124K in Q2 2018.
1,127 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2023.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2023, filed 24 Apr 2023.