CW
USMV icon

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

Connectus Wealth’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 		$3.03M Buy
36,194
+31,696
+705% +$2.56M 0.08% 151
2023
Q4 		$351K Sell
4,498
-113
-2% -$8.43K 0.01% 435
2023
Q3 		$334K Buy
4,611
+182
+4% +$13.6K 0.01% 425
2023
Q2 		$329K Buy
+4,429
New +$324K 0.01% 385
2022
Q2 		– Sell
-2,472
Closed -$200K – 475
2022
Q1 		$200K Buy
+2,472
New +$187K 0.01% 352

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Connectus Wealth's USMV Position: Q1 2024 in Review

Connectus Wealth increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 705% in Q1 2024, buying an estimated $2.56M and bringing the position to 36,194 shares worth $3.03M. The position accounts for 0.08% of the portfolio, ranked #151.

Connectus Wealth first reported a position in USMV in Q1 2022 and has held it in 5 quarters since. 1,169 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

  • Connectus Wealth held 36,194 shares of iShares MSCI USA Min Vol Factor ETF worth $3.03M as of Q1 2024.
  • Connectus Wealth bought 31,696 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $2.56M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.08% of Connectus Wealth's portfolio in Q1 2024, its #151 holding.
  • Connectus Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 5 quarters since.
  • 1,169 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.