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Bond & Devick Financial Network’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bond & Devick Financial Network’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
2024
Q1 		– Sell
-2,587
Closed -$202K – 147
2023
Q4 		$202K Buy
+2,587
New +$193K 0.11% 142
2023
Q2 		– Sell
-3,271
Closed -$238K – 130
2023
Q1 		$238K Hold
3,271
– – 0.15% 119
2022
Q4 		$236K Hold
3,271
– – 0.17% 111
2022
Q3 		$216K Sell
3,271
-139
-4% -$10K 0.18% 104
2022
Q2 		$239K Hold
3,410
– – 0.21% 100
2022
Q1 		$265K Sell
3,410
-52
-2% -$3.94K 0.21% 93
2021
Q4 		$280K Hold
3,462
– – 0.21% 91
2021
Q3 		$254K Hold
3,462
– – 0.21% 94
2021
Q2 		$255K Hold
3,462
– – 0.21% 89
2021
Q1 		$240K Hold
3,462
– – 0.22% 90
2020
Q4 		$235K Buy
+3,462
New +$228K 0.27% 85

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return