Core Wealth Advisors (Florida)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Core Wealth Advisors (Florida)’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
2021 Q3	–	Sell	-69	Closed	-$5K	–	206
2021 Q2	$5K	Sell	69 -490	-88%	-$35.4K	﹤0.01%	156
2021 Q1	$39K	Sell	559 -153	-21%	-$10.3K	0.03%	70
2020 Q4	$48K	Hold	712	–	–	0.04%	56
2020 Q3	$45K	Sell	712 -27,161	-97%	-$1.72M	0.04%	54
2020 Q2	$1.69M	Sell	27,873 -76,599	-73%	-$4.55M	1.49%	16
2020 Q1	$5.64M	Buy	104,472 +1,340	+1%	+$85K	4.3%	10
2019 Q4	$6.76M	Buy	+103,132	New	+$6.62M	3.89%	10

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Core Wealth Advisors (Florida)'s USMV Position: Q3 2021 in Review

Core Wealth Advisors (Florida) sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2021, closing a stake of 69 shares — an estimated $5K sold.

Core Wealth Advisors (Florida) first reported a position in USMV in Q4 2019 and held it in 7 quarters. The position peaked at $6.76M in Q4 2019. 973 funds tracked by Wall St. Rank hold USMV as of Q3 2021.

Core Wealth Advisors (Florida) reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 69 iShares MSCI USA Min Vol Factor ETF shares in Q3 2021, an estimated $5K.
Core Wealth Advisors (Florida) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 7 quarters.
Core Wealth Advisors (Florida)'s iShares MSCI USA Min Vol Factor ETF position peaked at $6.76M in Q4 2019.
973 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2021.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q3 2021, filed 9 Nov 2021.