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Curi Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-2,444
Closed -$172K – 664
2022
Q2 		$172K Buy
+2,444
New +$179K 0.03% 132

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Curi Wealth Management's USMV Position: Q3 2022 in Review

Curi Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2022, closing a stake of 2,444 shares — an estimated $172K sold.

Curi Wealth Management first reported a position in USMV in Q2 2022 and held it in 1 quarter. The position peaked at $172K in Q2 2022. 1,062 funds tracked by Wall St. Rank hold USMV as of Q3 2022.

  • Curi Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 2,444 iShares MSCI USA Min Vol Factor ETF shares in Q3 2022, an estimated $172K.
  • Curi Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $172K in Q2 2022.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.