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Birchcreek Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Birchcreek Wealth Management’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
Q1 		– Sell
-2,579
Closed -$209K – 121
2021
Q4 		$209K Buy
+2,579
New +$200K 0.18% 113
2021
Q2 		– Sell
-3,303
Closed -$229K – 122
2021
Q1 		$229K Sell
3,303
-4,214
-56% -$285K 0.24% 98
2020
Q4 		$510K Buy
+7,517
New +$495K 0.5% 47

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Birchcreek Wealth Management's USMV Position: Q1 2022 in Review

Birchcreek Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2022, closing a stake of 2,579 shares — an estimated $209K sold.

Birchcreek Wealth Management first reported a position in USMV in Q4 2020 and held it in 3 quarters. The position peaked at $510K in Q4 2020. 1,121 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

  • Birchcreek Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Birchcreek Wealth Management sold 2,579 iShares MSCI USA Min Vol Factor ETF shares in Q1 2022, an estimated $209K.
  • Birchcreek Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 3 quarters.
  • Birchcreek Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $510K in Q4 2020.
  • 1,121 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on Birchcreek Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.