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Cedar Mountain Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cedar Mountain Advisors’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
-417
Closed -$30.1K – 324
2022
Q4 		$30.1K Hold
417
– – 0.01% 95
2022
Q3 		$28K Hold
417
– – 0.01% 94
2022
Q2 		$29K Hold
417
– – 0.01% 95
2022
Q1 		$32K Hold
417
– – 0.01% 98
2021
Q4 		$34K Hold
417
– – 0.01% 94
2021
Q3 		$31K Buy
+417
New +$31.8K 0.01% 96

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cedar Mountain Advisors's USMV Position: Q1 2023 in Review

Cedar Mountain Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2023, closing a stake of 417 shares — an estimated $30.1K sold.

Cedar Mountain Advisors first reported a position in USMV in Q3 2021 and held it in 6 quarters. The position peaked at $34K in Q4 2021. 1,127 funds tracked by Wall St. Rank hold USMV as of Q1 2023.

  • Cedar Mountain Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Cedar Mountain Advisors sold 417 iShares MSCI USA Min Vol Factor ETF shares in Q1 2023, an estimated $30.1K.
  • Cedar Mountain Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2021 and held it in 6 quarters.
  • Cedar Mountain Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $34K in Q4 2021.
  • 1,127 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2023.

Based on Cedar Mountain Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.