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BluePath Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

BluePath Capital 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
2023
Q4 		– Sell
-801
Closed -$58K – 309
2023
Q3 		$58K Buy
+801
New +$59.7K 0.05% 177

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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

BluePath Capital Management's USMV Position: Q4 2023 in Review

BluePath Capital Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2023, closing a stake of 801 shares — an estimated $58K sold.

BluePath Capital Management first reported a position in USMV in Q3 2023 and held it in 1 quarter. The position peaked at $58K in Q3 2023. 1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

  • BluePath Capital Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • BluePath Capital Management sold 801 iShares MSCI USA Min Vol Factor ETF shares in Q4 2023, an estimated $58K.
  • BluePath Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and held it in 1 quarter.
  • BluePath Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $58K in Q3 2023.
  • 1,224 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2023.

Based on BluePath Capital Management's 13F filing for Q4 2023, filed 11 Jan 2024.