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

Cedar 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
2024 Q1	–	Sell	-4,119	Closed	-$321K	–	356
2023 Q4	$321K	Hold	4,119	–	–	0.12%	80
2023 Q3	$298K	Hold	4,119	–	–	0.12%	82
2023 Q2	$306K	Hold	4,119	–	–	0.12%	81
2023 Q1	$300K	Sell	4,119 -23,416	-85%	-$1.68M	0.12%	79
2022 Q4	$1.99M	Sell	27,535 -7,661	-22%	-$545K	0.98%	16
2022 Q3	$2.33M	Sell	35,196 -538	-2%	-$38.8K	1.16%	17
2022 Q2	$2.51M	Sell	35,734 -247	-0.7%	-$18.1K	1.15%	18
2022 Q1	$2.79M	Sell	35,981 -186	-0.5%	-$14.1K	1.13%	18
2021 Q4	$2.93M	Sell	36,167 -69	-0.2%	-$5.34K	1.18%	15
2021 Q3	$2.66M	Hold	36,236	–	–	1.18%	15
2021 Q2	$2.67M	Sell	36,236 -227	-0.6%	-$16.4K	1.2%	13
2021 Q1	$2.52M	Buy	36,463 +16	+0%	+$1.08K	1.26%	11
2020 Q4	$2.47M	Sell	36,447 -41,957	-54%	-$2.76M	1.33%	12
2020 Q3	$5M	Buy	78,404 +1,260	+2%	+$80K	3.11%	5
2020 Q2	$4.68M	Buy	77,144 +114	+0.1%	+$6.76K	3.15%	5
2020 Q1	$4.16M	Buy	+77,030	New	+$4.89M	2.81%	6

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cedar Wealth Management's USMV Position: Q1 2024 in Review

Cedar Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2024, closing a stake of 4,119 shares — an estimated $321K sold.

Cedar Wealth Management first reported a position in USMV in Q1 2020 and held it in 16 quarters. The position peaked at $5M in Q3 2020. 1,169 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

Cedar Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Cedar Wealth Management sold 4,119 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $321K.
Cedar Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and held it in 16 quarters.
Cedar Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $5M in Q3 2020.
1,169 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on Cedar Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.