Clear Creek Financial Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Clear Creek Financial 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	-4,530	Closed	-$353K	–	436
2023 Q4	$353K	Buy	4,530 +781	+21%	+$58.3K	0.06%	241
2023 Q3	$272K	Buy	3,749 +124	+3%	+$9.25K	0.05%	247
2023 Q2	$269K	Buy	+3,625	New	+$265K	0.05%	262
2023 Q1	–	Sell	-13,584	Closed	-$979K	–	330
2022 Q4	$979K	Buy	13,584 +609	+5%	+$43.3K	0.22%	94
2022 Q3	$858K	Sell	12,975 -303	-2%	-$21.8K	0.19%	94
2022 Q2	$932K	Sell	13,278 -9,016	-40%	-$660K	0.2%	93
2022 Q1	$1.73M	Buy	22,294 +3,102	+16%	+$235K	0.27%	89
2021 Q4	$1.55M	Buy	+19,192	New	+$1.49M	0.23%	97
2021 Q1	–	Sell	-22,464	Closed	-$1.52M	–	243
2020 Q4	$1.52M	Buy	+22,464	New	+$1.48M	0.29%	69
2020 Q3	–	Sell	-22,379	Closed	-$1.36M	–	253
2020 Q2	$1.36M	Buy	+22,379	New	+$1.33M	0.35%	51

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

Clear Creek Financial Management's USMV Position: Q1 2024 in Review

Clear Creek Financial Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2024, closing a stake of 4,530 shares — an estimated $353K sold.

Clear Creek Financial Management first reported a position in USMV in Q2 2020 and held it in 10 quarters. The position peaked at $1.73M in Q1 2022. 1,169 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

Clear Creek Financial Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Clear Creek Financial Management sold 4,530 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $353K.
Clear Creek Financial Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and held it in 10 quarters.
Clear Creek Financial Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.73M in Q1 2022.
1,169 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on Clear Creek Financial Management's 13F filing for Q1 2024, filed 26 Apr 2024.