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Dynamic Advisor Solutions’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Dynamic Advisor Solutions’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
Q4 		– Sell
-2,710
Closed -$247K – 870
2024
Q3 		$247K Buy
+2,710
New +$239K 0.01% 821
2024
Q1 		– Sell
-2,579
Closed -$201K – 965
2023
Q4 		$201K Buy
+2,579
New +$192K 0.01% 839
2023
Q2 		– Sell
-4,102
Closed -$298K – 851
2023
Q1 		$298K Sell
4,102
-2,409
-37% -$173K 0.02% 590
2022
Q4 		$469K Buy
6,511
+355
+6% +$25.3K 0.03% 461
2022
Q3 		$407K Sell
6,156
-44
-0.7% -$3.17K 0.03% 432
2022
Q2 		$435K Sell
6,200
-963
-13% -$70.5K 0.03% 435
2022
Q1 		$556K Buy
7,163
+3,588
+100% +$272K 0.04% 418
2021
Q4 		$289K Sell
3,575
-6,358
-64% -$492K 0.02% 573
2021
Q3 		$730K Sell
9,933
-2,116
-18% -$161K 0.06% 357
2021
Q2 		$887K Sell
12,049
-3,824
-24% -$276K 0.07% 302
2021
Q1 		$1.1M Sell
15,873
-972
-6% -$65.7K 0.1% 235
2020
Q4 		$1.14M Sell
16,845
-6,038
-26% -$397K 0.11% 216
2020
Q3 		$1.46M Sell
22,883
-4,849
-17% -$308K 0.17% 152
2020
Q2 		$1.68M Buy
27,732
+297
+1% +$17.6K 0.23% 123
2020
Q1 		$1.48M Buy
27,435
+1,974
+8% +$125K 0.27% 102
2019
Q4 		$1.67M Buy
25,461
+4,906
+24% +$315K 0.23% 116
2019
Q3 		$1.32M Buy
20,555
+2,689
+15% +$170K 0.2% 130
2019
Q2 		$1.1M Buy
17,866
+13,692
+328% +$822K 0.18% 148
2019
Q1 		$245K Buy
+4,174
New +$234K 0.05% 338
2018
Q3 		– Sell
-8,421
Closed -$448K – 436
2018
Q2 		$448K Buy
8,421
+1,553
+23% +$81.7K 0.1% 234
2018
Q1 		$357K Buy
+6,868
New +$363K 0.09% 232

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dynamic Advisor Solutions's USMV Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2024, closing a stake of 2,710 shares — an estimated $247K sold.

Dynamic Advisor Solutions first reported a position in USMV in Q1 2018 and held it in 21 quarters. The position peaked at $1.68M in Q2 2020. 1,282 funds tracked by Wall St. Rank hold USMV as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,710 iShares MSCI USA Min Vol Factor ETF shares in Q4 2024, an estimated $247K.
  • Dynamic Advisor Solutions first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and held it in 21 quarters.
  • Dynamic Advisor Solutions's iShares MSCI USA Min Vol Factor ETF position peaked at $1.68M in Q2 2020.
  • 1,282 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.