Contravisory Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Contravisory Investment 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 Q2	–	Sell	-170	Closed	-$14.2K	–	389
2024 Q1	$14.2K	Hold	170	–	–	﹤0.01%	308
2023 Q4	$13.3K	Buy	170 +163	+2,329%	+$12.2K	﹤0.01%	309
2023 Q3	$507	Buy	+7	New	+$522	﹤0.01%	315
2018 Q3	–	Sell	-3,518	Closed	-$187K	–	364
2018 Q2	$187K	Hold	3,518	–	–	0.07%	153
2018 Q1	$183K	Buy	3,518 +1,224	+53%	+$64.8K	0.07%	149
2017 Q4	$121K	Buy	2,294 +314	+16%	+$16.3K	0.04%	183
2017 Q3	$100K	Buy	+1,980	New	+$98.7K	0.04%	179

Other funds holding USMV

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

RJA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Contravisory Investment Management's USMV Position: Q2 2024 in Review

Contravisory Investment Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2024, closing a stake of 170 shares — an estimated $14.2K sold.

Contravisory Investment Management first reported a position in USMV in Q3 2017 and held it in 7 quarters. The position peaked at $187K in Q2 2018. 1,163 funds tracked by Wall St. Rank hold USMV as of Q2 2024.

Contravisory Investment Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
Contravisory Investment Management sold 170 iShares MSCI USA Min Vol Factor ETF shares in Q2 2024, an estimated $14.2K.
Contravisory Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2017 and held it in 7 quarters.
Contravisory Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $187K in Q2 2018.
1,163 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2024.

Based on Contravisory Investment Management's 13F filing for Q2 2024, filed 10 Jul 2024.