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Corrado Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Corrado Advisors’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
2023
Q1 		– Sell
-40
Closed -$2.88K – 362
2022
Q4 		$2.88K Buy
+40
New +$2.85K ﹤0.01% 310
2022
Q1 		– Sell
-4,615
Closed -$373K – 118
2021
Q4 		$373K Sell
4,615
-139
-3% -$10.8K 0.22% 79
2021
Q3 		$349K Sell
4,754
-3,689
-44% -$281K 0.22% 77
2021
Q2 		$621K Sell
8,443
-339
-4% -$24.5K 0.38% 67
2021
Q1 		$608K Sell
8,782
-52
-0.6% -$3.52K 0.45% 60
2020
Q4 		$600K Sell
8,834
-155
-2% -$10.2K 0.46% 60
2020
Q3 		$572K Sell
8,989
-229
-2% -$14.5K 0.48% 55
2020
Q2 		$558K Sell
9,218
-37,801
-80% -$2.24M 0.51% 44
2020
Q1 		$2.54M Buy
47,019
+18,711
+66% +$1.19M 2.38% 11
2019
Q4 		$1.86M Buy
28,308
+1,260
+5% +$80.9K 1.65% 23
2019
Q3 		$1.73M Buy
+27,048
New +$1.71M 1.56% 23

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Corrado Advisors's USMV Position: Q1 2023 in Review

Corrado Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2023, closing a stake of 40 shares — an estimated $2.88K sold.

Corrado Advisors first reported a position in USMV in Q3 2019 and held it in 11 quarters. The position peaked at $2.54M in Q1 2020. 1,127 funds tracked by Wall St. Rank hold USMV as of Q1 2023.

  • Corrado Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Corrado Advisors sold 40 iShares MSCI USA Min Vol Factor ETF shares in Q1 2023, an estimated $2.88K.
  • Corrado Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 11 quarters.
  • Corrado Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $2.54M in Q1 2020.
  • 1,127 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2023.

Based on Corrado Advisors's 13F filing for Q1 2023, filed 3 May 2023.