Corbett Road Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Corbett Road Capital 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
2022 Q2	$401K	Buy	+5,717	New	+$419K	0.69%	57

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Corbett Road Capital Management's USMV Position: Q2 2022 in Review

Corbett Road Capital Management opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2022: 5,717 shares worth $401K. The stake represents 0.69% of the portfolio and ranks #57 among its holdings.

1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

Corbett Road Capital Management held 5,717 shares of iShares MSCI USA Min Vol Factor ETF worth $401K as of Q2 2022.
iShares MSCI USA Min Vol Factor ETF was a new Corbett Road Capital Management position in Q2 2022.
iShares MSCI USA Min Vol Factor ETF made up 0.69% of Corbett Road Capital Management's portfolio in Q2 2022, its #57 holding.
1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on Corbett Road Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.