Clean Yield Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Clean Yield Group’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 Q2	–	Sell	-28	Closed	-$2K	–	476
2022 Q1	$2K	Buy	+28	New	+$2.12K	﹤0.01%	450
2015 Q2	–	Sell	-68	Closed	-$3K	–	285
2015 Q1	$3K	Buy	+68	New	+$2.8K	﹤0.01%	340

Other funds holding USMV

RJA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Clean Yield Group's USMV Position: Q2 2022 in Review

Clean Yield Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2022, closing a stake of 28 shares — an estimated $2K sold.

Clean Yield Group first reported a position in USMV in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2015. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

Clean Yield Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
Clean Yield Group sold 28 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $2K.
Clean Yield Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2015 and held it in 2 quarters.
Clean Yield Group's iShares MSCI USA Min Vol Factor ETF position peaked at $3K in Q1 2015.
1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on Clean Yield Group's 13F filing for Q2 2022, filed 18 Jul 2022.