FFG Retirement Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

FFG Retirement 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	-10,563	Closed	-$824K	–	48
2023 Q4	$824K	Sell	10,563 -5,280	-33%	-$394K	0.64%	38
2023 Q3	$1.15M	Sell	15,843 -3,269	-17%	-$244K	0.95%	28
2023 Q2	$1.42M	Sell	19,112 -107	-0.6%	-$7.82K	1.14%	24
2023 Q1	$1.4M	Buy	19,219 +4,485	+30%	+$322K	1.2%	25
2022 Q4	$1.06M	Buy	+14,734	New	+$1.05M	0.97%	30

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

FFG Retirement Advisors's USMV Position: Q1 2024 in Review

FFG Retirement Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2024, closing a stake of 10,563 shares — an estimated $824K sold.

FFG Retirement Advisors first reported a position in USMV in Q4 2022 and held it in 5 quarters. The position peaked at $1.42M in Q2 2023. 1,169 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

FFG Retirement Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
FFG Retirement Advisors sold 10,563 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $824K.
FFG Retirement Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 5 quarters.
FFG Retirement Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.42M in Q2 2023.
1,169 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on FFG Retirement Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.