Blackhawk Capital Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Blackhawk Capital Partners’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	-14,235	Closed	-$1.03M	–	98
2022 Q4	$1.03M	Buy	14,235 +609	+4%	+$43.3K	0.8%	54
2022 Q3	$901K	Sell	13,626 -310	-2%	-$22.4K	0.74%	47
2022 Q2	$978K	Buy	13,936 +4,664	+50%	+$341K	0.76%	47
2022 Q1	$719K	Sell	9,272 -1,179	-11%	-$89.3K	0.49%	63
2021 Q4	$845K	Sell	10,451 -8,748	-46%	-$677K	0.51%	66
2021 Q3	$1.41M	Buy	+19,199	New	+$1.46M	0.89%	42

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

Blackhawk Capital Partners's USMV Position: Q1 2023 in Review

Blackhawk Capital Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2023, closing a stake of 14,235 shares — an estimated $1.03M sold.

Blackhawk Capital Partners first reported a position in USMV in Q3 2021 and held it in 6 quarters. The position peaked at $1.41M in Q3 2021. 1,127 funds tracked by Wall St. Rank hold USMV as of Q1 2023.

Blackhawk Capital Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Blackhawk Capital Partners sold 14,235 iShares MSCI USA Min Vol Factor ETF shares in Q1 2023, an estimated $1.03M.
Blackhawk Capital Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2021 and held it in 6 quarters.
Blackhawk Capital Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $1.41M in Q3 2021.
1,127 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2023.

Based on Blackhawk Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.