CFO4Life’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

CFO4Life’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 Q4	$1.64M	Buy	+22,739	New	+$1.62M	0.35%	50
2016 Q4	$4.19M	Sell	92,638 -56,341	-38%	-$2.51M	3.46%	6
2016 Q3	$6.77M	Buy	148,979 +6,185	+4%	+$286K	5.87%	3
2016 Q2	$6.6M	Buy	142,794 +7,851	+6%	+$349K	5.64%	3
2016 Q1	$5.93M	Buy	134,943 +106,083	+368%	+$4.41M	5.31%	3
2015 Q4	$1.21M	Buy	+28,860	New	+$1.2M	1.15%	19

Other funds holding USMV

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFO4Life's USMV Position: Q4 2022 in Review

CFO4Life opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2022: 22,739 shares worth $1.64M. The stake represents 0.35% of the portfolio and ranks #50 among its holdings. This is a return to the name: CFO4Life previously reported a position in USMV as recently as Q4 2016.

CFO4Life first reported a position in USMV in Q4 2015 and has held it in 6 quarters since. The position peaked at $6.77M in Q3 2016. 1,156 funds tracked by Wall St. Rank hold USMV as of Q4 2022.

CFO4Life held 22,739 shares of iShares MSCI USA Min Vol Factor ETF worth $1.64M as of Q4 2022.
iShares MSCI USA Min Vol Factor ETF was a new CFO4Life position in Q4 2022.
iShares MSCI USA Min Vol Factor ETF made up 0.35% of CFO4Life's portfolio in Q4 2022, its #50 holding.
CFO4Life first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and has held it in 6 quarters since.
CFO4Life's iShares MSCI USA Min Vol Factor ETF position peaked at $6.77M in Q3 2016.
1,156 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.