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

CarsonAllaria 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
-4
Closed – – 365
2021
Q4 		$0 Buy
+4
New +$310 ﹤0.01% 365

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
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CarsonAllaria Wealth Management's USMV Position: Q1 2022 in Review

CarsonAllaria Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2022, closing a stake of 4 shares.

CarsonAllaria Wealth Management first reported a position in USMV in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 1,121 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

  • CarsonAllaria Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 4 iShares MSCI USA Min Vol Factor ETF shares in Q1 2022.
  • CarsonAllaria Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $0 in Q4 2021.
  • 1,121 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.