Clear Perspectives Financial Planning’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Clear Perspectives Financial Planning’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	$669K	Sell	9,195 -4,975	-35%	-$358K	0.38%	27
2022 Q4	$1.02M	Sell	14,170 -2,155	-13%	-$153K	0.54%	28
2022 Q3	$1.08M	Buy	16,325 +15,636	+2,269%	+$1.13M	0.53%	30
2022 Q2	$48K	Buy	689 +589	+589%	+$43.1K	0.02%	90
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	176
2021 Q4	$8K	Hold	100	–	–	﹤0.01%	183
2021 Q3	$7K	Hold	100	–	–	﹤0.01%	174
2021 Q2	$7K	Hold	100	–	–	﹤0.01%	176
2021 Q1	$7K	Hold	100	–	–	﹤0.01%	163
2020 Q4	$7K	Buy	+100	New	+$6.58K	﹤0.01%	155

Other funds holding USMV

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Perspectives Financial Planning's USMV Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 35% in Q1 2023, selling an estimated $358K and leaving 9,195 shares worth $669K. The position accounts for 0.38% of the portfolio, ranked #27.

Clear Perspectives Financial Planning first reported a position in USMV in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.08M in Q3 2022. 1,127 funds tracked by Wall St. Rank hold USMV as of Q1 2023.

Clear Perspectives Financial Planning held 9,195 shares of iShares MSCI USA Min Vol Factor ETF worth $669K as of Q1 2023.
Clear Perspectives Financial Planning sold 4,975 iShares MSCI USA Min Vol Factor ETF shares in Q1 2023, an estimated $358K.
iShares MSCI USA Min Vol Factor ETF made up 0.38% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #27 holding.
Clear Perspectives Financial Planning first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's iShares MSCI USA Min Vol Factor ETF position peaked at $1.08M in Q3 2022.
1,127 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.