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USMV icon

BetterWealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

BetterWealth’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
-20,290
Closed -$1.34M – 41
2022
Q3 		$1.34M Sell
20,290
-10,052
-33% -$725K 0.69% 15
2022
Q2 		$2.13M Sell
30,342
-167,977
-85% -$12.3M 1.05% 15
2022
Q1 		$15.4M Buy
198,319
+739
+0.4% +$56K 20.6% 2
2021
Q4 		$16M Buy
+197,580
New +$15.3M 11.21% 4

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

BetterWealth's USMV Position: Q4 2022 in Review

BetterWealth sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2022, closing a stake of 20,290 shares — an estimated $1.34M sold.

BetterWealth first reported a position in USMV in Q4 2021 and held it in 4 quarters. The position peaked at $16M in Q4 2021. 1,155 funds tracked by Wall St. Rank hold USMV as of Q4 2022.

  • BetterWealth reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
  • BetterWealth sold 20,290 iShares MSCI USA Min Vol Factor ETF shares in Q4 2022, an estimated $1.34M.
  • BetterWealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 4 quarters.
  • BetterWealth's iShares MSCI USA Min Vol Factor ETF position peaked at $16M in Q4 2021.
  • 1,155 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2022.

Based on BetterWealth's 13F filing for Q4 2022, filed 24 Jan 2023.