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

Edge 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
Q1 		– Sell
-254
Closed -$21K – 437
2021
Q4 		$21K Hold
254
– – ﹤0.01% 254
2021
Q3 		$19K Hold
254
– – ﹤0.01% 273
2021
Q2 		$19K Hold
254
– – ﹤0.01% 282
2021
Q1 		$18K Hold
254
– – ﹤0.01% 279
2020
Q4 		$17K Sell
254
-4,966
-95% -$327K ﹤0.01% 257
2020
Q3 		$333K Sell
5,220
-21,996
-81% -$1.4M 0.08% 82
2020
Q2 		$1.65M Sell
27,216
-11,658
-30% -$692K 0.31% 55
2020
Q1 		$2.12M Buy
38,874
+32
+0.1% +$2.03K 0.46% 46
2019
Q4 		$2.54M Buy
38,842
+703
+2% +$45.1K 0.51% 46
2019
Q3 		$2.44M Buy
38,139
+966
+3% +$61.2K 0.56% 41
2019
Q2 		$2.29M Buy
37,173
+3,068
+9% +$184K 0.51% 41
2019
Q1 		$2M Buy
34,105
+3,483
+11% +$195K 0.49% 43
2018
Q4 		$1.6M Buy
30,622
+13,552
+79% +$745K 0.45% 43
2018
Q3 		$974K Buy
17,070
+5,339
+46% +$298K 0.23% 64
2018
Q2 		$624K Buy
11,731
+8,245
+237% +$434K 0.16% 82
2018
Q1 		$181K Buy
3,486
+2,241
+180% +$119K 0.05% 129
2017
Q4 		$65K Hold
1,245
– – 0.02% 200
2017
Q3 		$63K Hold
1,245
– – 0.02% 203
2017
Q2 		$61K Buy
+1,245
New +$60.6K 0.02% 206

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Edge Wealth Management's USMV Position: Q1 2022 in Review

Edge Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2022, closing a stake of 254 shares — an estimated $21K sold.

Edge Wealth Management first reported a position in USMV in Q2 2017 and held it in 19 quarters. The position peaked at $2.54M in Q4 2019. 1,121 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

  • Edge Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 254 iShares MSCI USA Min Vol Factor ETF shares in Q1 2022, an estimated $21K.
  • Edge Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2017 and held it in 19 quarters.
  • Edge Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $2.54M in Q4 2019.
  • 1,121 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.