Financial Insights’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Financial Insights’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	-3,453	Closed	-$249K	–	173
2022 Q4	$249K	Buy	+3,453	New	+$246K	0.12%	124
2022 Q2	–	Sell	-2,741	Closed	-$213K	–	95
2022 Q1	$213K	Sell	2,741 -160	-6%	-$12.1K	0.2%	79
2021 Q4	$235K	Hold	2,901	–	–	0.2%	74
2021 Q3	$213K	Hold	2,901	–	–	0.2%	76
2021 Q2	$2.13M	Hold	2,901	–	–	0.18%	76
2021 Q1	$201K	Buy	+2,901	New	+$196K	0.15%	80
2020 Q2	–	Sell	-4,588	Closed	-$248K	–	90
2020 Q1	$248K	Sell	4,588 -47	-1%	-$2.98K	0.26%	58
2019 Q4	$304K	Buy	4,635 +47	+1%	+$3.02K	0.27%	53
2019 Q3	$294K	Buy	+4,588	New	+$291K	0.28%	50

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

Financial Insights's USMV Position: Q1 2023 in Review

Financial Insights sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2023, closing a stake of 3,453 shares — an estimated $249K sold.

Financial Insights first reported a position in USMV in Q3 2019 and held it in 9 quarters. The position peaked at $2.13M in Q2 2021. 1,127 funds tracked by Wall St. Rank hold USMV as of Q1 2023.

Financial Insights reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Financial Insights sold 3,453 iShares MSCI USA Min Vol Factor ETF shares in Q1 2023, an estimated $249K.
Financial Insights first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 9 quarters.
Financial Insights's iShares MSCI USA Min Vol Factor ETF position peaked at $2.13M in Q2 2021.
1,127 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2023.

Based on Financial Insights's 13F filing for Q1 2023, filed 18 Apr 2023.