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

Criterion Capital 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
2024 Q1	–	Sell	-542	Closed	-$42.3K	–	375
2023 Q4	$42.3K	Buy	+542	New	+$40.4K	0.03%	150

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 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

RJA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

RJFSA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Criterion Capital Advisors's USMV Position: Q1 2024 in Review

Criterion Capital Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2024, closing a stake of 542 shares — an estimated $42.3K sold.

Criterion Capital Advisors first reported a position in USMV in Q4 2023 and held it in 1 quarter. The position peaked at $42.3K in Q4 2023. 1,169 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

Criterion Capital Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Criterion Capital Advisors sold 542 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $42.3K.
Criterion Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and held it in 1 quarter.
Criterion Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $42.3K in Q4 2023.
1,169 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on Criterion Capital Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.