Column Capital Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Column Capital Advisors’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 Q3	$5.5K	Hold	76	–	–	﹤0.01%	593
2023 Q2	$5.65K	Hold	76	–	–	﹤0.01%	605
2023 Q1	$5.53K	Hold	76	–	–	﹤0.01%	631
2022 Q4	$5.48K	Hold	76	–	–	﹤0.01%	604
2022 Q3	$5K	Hold	76	–	–	﹤0.01%	556
2022 Q2	$5K	Hold	76	–	–	﹤0.01%	567
2022 Q1	$6K	Hold	76	–	–	﹤0.01%	567
2021 Q4	$6K	Hold	76	–	–	﹤0.01%	568
2021 Q3	$6K	Hold	76	–	–	﹤0.01%	540
2021 Q2	$6K	Hold	76	–	–	﹤0.01%	542
2021 Q1	$5K	Hold	76	–	–	﹤0.01%	542
2020 Q4	$5K	Hold	76	–	–	﹤0.01%	539
2020 Q3	$5K	Sell	76 -28	-27%	-$1.78K	﹤0.01%	532
2020 Q2	$6K	Buy	104 +32	+44%	+$1.9K	﹤0.01%	564
2020 Q1	$4K	Buy	+72	New	+$4.57K	﹤0.01%	519

Other funds holding USMV

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Column Capital Advisors's USMV Position: Q3 2023 in Review

Column Capital Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2023 at 76 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Column Capital Advisors first reported a position in USMV in Q1 2020 and has held it in 15 quarters since. The position peaked at $6K in Q1 2022. 1,146 funds tracked by Wall St. Rank hold USMV as of Q3 2023.

Column Capital Advisors held 76 shares of iShares MSCI USA Min Vol Factor ETF worth $5.5K as of Q3 2023.
Column Capital Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2023.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #593 holding.
Column Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and has held it in 15 quarters since.
Column Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $6K in Q1 2022.
1,146 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.