Cordasco Financial Network’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cordasco Financial Network’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	$2K	Hold	32	–	–	﹤0.01%	539
2022 Q1	$2K	Hold	32	–	–	﹤0.01%	518
2021 Q4	$3K	Hold	32	–	–	﹤0.01%	502
2021 Q3	$2K	Hold	32	–	–	﹤0.01%	528
2021 Q2	$2K	Hold	32	–	–	﹤0.01%	531
2021 Q1	$2K	Hold	32	–	–	﹤0.01%	532
2020 Q4	$2K	Hold	32	–	–	﹤0.01%	490
2020 Q3	$2K	Hold	32	–	–	﹤0.01%	488
2020 Q2	$2K	Buy	+32	New	+$1.9K	﹤0.01%	451

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 $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cordasco Financial Network's USMV Position: Q2 2022 in Review

Cordasco Financial Network held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2022 at 32 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Cordasco Financial Network first reported a position in USMV in Q2 2020 and has held it in 9 quarters since. The position peaked at $3K in Q4 2021. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

Cordasco Financial Network held 32 shares of iShares MSCI USA Min Vol Factor ETF worth $2K as of Q2 2022.
Cordasco Financial Network left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2022.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #539 holding.
Cordasco Financial Network first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and has held it in 9 quarters since.
Cordasco Financial Network's iShares MSCI USA Min Vol Factor ETF position peaked at $3K in Q4 2021.
1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.