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Crown Wealth Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Crown Wealth Group’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
-19,737
Closed -$1.53M – 100
2022
Q1 		$1.53M Buy
19,737
+4,221
+27% +$320K 1.07% 19
2021
Q4 		$1.25M Buy
+15,516
New +$1.2M 1.16% 21

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Crown Wealth Group's USMV Position: Q2 2022 in Review

Crown Wealth Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2022, closing a stake of 19,737 shares — an estimated $1.53M sold.

Crown Wealth Group first reported a position in USMV in Q4 2021 and held it in 2 quarters. The position peaked at $1.53M in Q1 2022. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

  • Crown Wealth Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Crown Wealth Group sold 19,737 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $1.53M.
  • Crown Wealth Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 2 quarters.
  • Crown Wealth Group's iShares MSCI USA Min Vol Factor ETF position peaked at $1.53M in Q1 2022.
  • 1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on Crown Wealth Group's 13F filing for Q2 2022, filed 25 Jul 2022.