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Beverly Hills Private Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Beverly Hills Private Wealth’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
-3,339
Closed -$242K – 354
2023
Q3 		$242K Sell
3,339
-3,933
-54% -$293K 0.07% 254
2023
Q2 		$540K Buy
7,272
+3,695
+103% +$270K 0.09% 222
2023
Q1 		$260K Buy
+3,577
New +$257K 0.08% 235

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beverly Hills Private Wealth's USMV Position: Q4 2023 in Review

Beverly Hills Private Wealth sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2023, closing a stake of 3,339 shares — an estimated $242K sold.

Beverly Hills Private Wealth first reported a position in USMV in Q1 2023 and held it in 3 quarters. The position peaked at $540K in Q2 2023. 1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

  • Beverly Hills Private Wealth reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 3,339 iShares MSCI USA Min Vol Factor ETF shares in Q4 2023, an estimated $242K.
  • Beverly Hills Private Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and held it in 3 quarters.
  • Beverly Hills Private Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $540K in Q2 2023.
  • 1,224 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.