Family Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Family Asset 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
2024 Q3	$5.75K	Sell	63 -25	-28%	-$2.2K	﹤0.01%	187
2024 Q2	$7.39K	Hold	88	–	–	﹤0.01%	185
2024 Q1	$7.36K	Hold	88	–	–	﹤0.01%	163
2023 Q4	$6.87K	Sell	88 -36	-29%	-$2.69K	﹤0.01%	164
2023 Q3	$8.97K	Sell	124 -2,129	-94%	-$159K	0.01%	154
2023 Q2	$167K	Hold	2,253	–	–	0.11%	110
2023 Q1	$164K	Sell	2,253 -4,845	-68%	-$348K	0.12%	106
2022 Q4	$512K	Buy	+7,098	New	+$505K	0.43%	54

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Family Asset Management's USMV Position: Q3 2024 in Review

Family Asset Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 28% in Q3 2024, selling an estimated $2.2K and leaving 63 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Family Asset Management first reported a position in USMV in Q4 2022 and has held it in 8 quarters since. The position peaked at $512K in Q4 2022. 1,187 funds tracked by Wall St. Rank hold USMV as of Q3 2024.

Family Asset Management held 63 shares of iShares MSCI USA Min Vol Factor ETF worth $5.75K as of Q3 2024.
Family Asset Management sold 25 iShares MSCI USA Min Vol Factor ETF shares in Q3 2024, an estimated $2.2K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #187 holding.
Family Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $512K in Q4 2022.
1,187 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.