Benedetti & Gucer’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Benedetti & Gucer’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	-3,816	Closed	-$276K	–	150
2023 Q3	$276K	Buy	3,816 +771	+25%	+$57.5K	0.15%	112
2023 Q2	$226K	Hold	3,045	–	–	0.12%	131
2023 Q1	$221K	Sell	3,045 -771	-20%	-$55.4K	0.13%	130
2022 Q4	$276K	Buy	3,816 +771	+25%	+$54.9K	0.2%	76
2022 Q3	$201K	Hold	3,045	–	–	0.16%	84
2022 Q2	$223K	Sell	3,045 -979	-24%	-$71.7K	0.15%	80
2022 Q1	$312K	Buy	4,024 +979	+32%	+$74.1K	0.21%	68
2021 Q4	$246K	Hold	3,045	–	–	0.17%	77
2021 Q3	$224K	Sell	3,045 -8,196	-73%	-$624K	0.17%	79
2021 Q2	$827K	Sell	11,241 -69	-0.6%	-$4.99K	0.74%	22
2021 Q1	$782K	Buy	+11,310	New	+$765K	0.72%	26

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

Benedetti & Gucer's USMV Position: Q4 2023 in Review

Benedetti & Gucer sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2023, closing a stake of 3,816 shares — an estimated $276K sold.

Benedetti & Gucer first reported a position in USMV in Q1 2021 and held it in 11 quarters. The position peaked at $827K in Q2 2021. 1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

Benedetti & Gucer reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
Benedetti & Gucer sold 3,816 iShares MSCI USA Min Vol Factor ETF shares in Q4 2023, an estimated $276K.
Benedetti & Gucer first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2021 and held it in 11 quarters.
Benedetti & Gucer's iShares MSCI USA Min Vol Factor ETF position peaked at $827K in Q2 2021.
1,224 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2023.

Based on Benedetti & Gucer's 13F filing for Q4 2023, filed 12 Feb 2024.