ETF Portfolio Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

ETF Portfolio Partners’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
2023 Q1	–	Sell	-7,040	Closed	-$508K	–	52
2022 Q4	$508K	Sell	7,040 -866	-11%	-$61.6K	0.21%	34
2022 Q3	$523K	Sell	7,906 -124,950	-94%	-$9.01M	0.23%	34
2022 Q2	$9.33M	Buy	132,856 +197	+0.1%	+$14.4K	4.02%	8
2022 Q1	$10.3M	Buy	132,659 +7,325	+6%	+$555K	3.87%	9
2021 Q4	$10.1M	Buy	125,334 +41	+0%	+$3.17K	3.86%	9
2021 Q3	$9.21M	Buy	125,293 +2,050	+2%	+$156K	3.69%	9
2021 Q2	$9.07M	Buy	123,243 +18,070	+17%	+$1.31M	3.67%	10
2021 Q1	$7.28M	Buy	105,173 +2,105	+2%	+$142K	3.22%	11
2020 Q4	$7M	Buy	103,068 +2,924	+3%	+$192K	3.22%	11
2020 Q3	$6.38M	Buy	100,144 +4,625	+5%	+$293K	3.33%	10
2020 Q2	$5.79M	Buy	95,519 +6,297	+7%	+$374K	3.16%	11
2020 Q1	$4.82M	Buy	+89,222	New	+$5.66M	3.08%	11

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ETF Portfolio Partners's USMV Position: Q1 2023 in Review

ETF Portfolio Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2023, closing a stake of 7,040 shares — an estimated $508K sold.

ETF Portfolio Partners first reported a position in USMV in Q1 2020 and held it in 12 quarters. The position peaked at $10.3M in Q1 2022. 1,127 funds tracked by Wall St. Rank hold USMV as of Q1 2023.

ETF Portfolio Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
ETF Portfolio Partners sold 7,040 iShares MSCI USA Min Vol Factor ETF shares in Q1 2023, an estimated $508K.
ETF Portfolio Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and held it in 12 quarters.
ETF Portfolio Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $10.3M in Q1 2022.
1,127 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2023.

Based on ETF Portfolio Partners's 13F filing for Q1 2023, filed 25 Apr 2023.