CRA Financial Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

CRA Financial Services’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	–	Sell	-3,364	Closed	-$261K	–	221
2022 Q1	$261K	Sell	3,364 -1	-0%	-$76	0.08%	170
2021 Q4	$272K	Sell	3,365 -2	-0.1%	-$155	0.08%	172
2021 Q3	$247K	Hold	3,367	–	–	0.08%	171
2021 Q2	$248K	Buy	3,367 +1	+0%	+$72	0.09%	160
2021 Q1	$233K	Sell	3,366 -1	-0%	-$68	0.09%	154
2020 Q4	$229K	Hold	3,367	–	–	0.1%	141
2020 Q3	$215K	Hold	3,367	–	–	0.1%	131
2020 Q2	$204K	Buy	+3,367	New	+$200K	0.11%	133
2020 Q1	–	Sell	-3,341	Closed	-$219K	–	150
2019 Q4	$219K	Buy	+3,341	New	+$215K	0.12%	134

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 $374B AUM 17.66% 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

CRA Financial Services's USMV Position: Q2 2022 in Review

CRA Financial Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2022, closing a stake of 3,364 shares — an estimated $261K sold.

CRA Financial Services first reported a position in USMV in Q4 2019 and held it in 9 quarters. The position peaked at $272K in Q4 2021. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

CRA Financial Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
CRA Financial Services sold 3,364 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $261K.
CRA Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 9 quarters.
CRA Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $272K 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 CRA Financial Services's 13F filing for Q2 2022, filed 21 Jul 2022.