Evolution Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Evolution Wealth Advisors’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 Q1	–	Sell	-2,624	Closed	-$205K	–	142
2023 Q4	$205K	Buy	+2,624	New	+$196K	0.04%	119
2021 Q4	–	Sell	-300	Closed	-$22K	–	606
2021 Q3	$22K	Hold	300	–	–	﹤0.01%	306
2021 Q2	$22K	Hold	300	–	–	﹤0.01%	295
2021 Q1	$21K	Hold	300	–	–	﹤0.01%	290
2020 Q4	$20K	Hold	300	–	–	﹤0.01%	269
2020 Q3	$19K	Hold	300	–	–	0.01%	276
2020 Q2	$18K	Sell	300 -3,248	-92%	-$193K	0.01%	217
2020 Q1	$192K	Sell	3,548 -5,230	-60%	-$332K	0.08%	63
2019 Q4	$576K	Buy	+8,778	New	+$564K	0.14%	44

Other funds holding USMV

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evolution Wealth Advisors's USMV Position: Q1 2024 in Review

Evolution Wealth Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2024, closing a stake of 2,624 shares — an estimated $205K sold.

Evolution Wealth Advisors first reported a position in USMV in Q4 2019 and held it in 9 quarters. The position peaked at $576K in Q4 2019. 1,169 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

Evolution Wealth Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Evolution Wealth Advisors sold 2,624 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $205K.
Evolution Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 9 quarters.
Evolution Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $576K in Q4 2019.
1,169 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on Evolution Wealth Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.