Financial Partners Group (Kansas)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Financial Partners Group (Kansas)’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
2022 Q1	–	Sell	-176,696	Closed	-$13.4M	–	169
2021 Q4	$13.4M	Sell	176,696 -1,017	-0.6%	-$78.7K	2.94%	10
2021 Q3	$13.1M	Sell	177,713 -680	-0.4%	-$51.8K	3.08%	9
2021 Q2	$13.1M	Sell	178,393 -84	-0%	-$6.07K	3.38%	9
2021 Q1	$12.3M	Sell	178,477 -16,769	-9%	-$1.13M	3.5%	8
2020 Q4	$13.3M	Sell	195,246 -8,611	-4%	-$567K	3.97%	8
2020 Q3	$13M	Buy	203,857 +4,156	+2%	+$264K	4.46%	7
2020 Q2	$12.1M	Buy	199,701 +11,833	+6%	+$702K	4.73%	5
2020 Q1	$9.76M	Buy	187,868 +9,888	+6%	+$627K	6.05%	4
2019 Q4	$12M	Buy	177,980 +13,312	+8%	+$855K	4.68%	6
2019 Q3	$10.6M	Buy	164,668 +39,249	+31%	+$2.49M	4.69%	6
2019 Q2	$7.74M	Sell	125,419 -6,865	-5%	-$412K	3.64%	7
2019 Q1	$7.78M	Buy	132,284 +6,310	+5%	+$353K	4.21%	8
2018 Q4	$6.6M	Buy	125,974 +8,485	+7%	+$466K	4.29%	8
2018 Q3	$6.7M	Buy	117,489 +4,630	+4%	+$258K	4.37%	7
2018 Q2	$6M	Sell	112,859 -778	-0.7%	-$40.9K	4.4%	7
2018 Q1	$5.9M	Buy	113,637 +4,337	+4%	+$229K	4.63%	6
2017 Q4	$5.77M	Buy	+109,300	New	+$5.67M	4.55%	5

Other funds holding USMV

RJA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Financial Partners Group (Kansas)'s USMV Position: Q1 2022 in Review

Financial Partners Group (Kansas) sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2022, closing a stake of 176,696 shares — an estimated $13.4M sold.

Financial Partners Group (Kansas) first reported a position in USMV in Q4 2017 and held it in 17 quarters. The position peaked at $13.4M in Q4 2021. 1,121 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

Financial Partners Group (Kansas) reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Financial Partners Group (Kansas) sold 176,696 iShares MSCI USA Min Vol Factor ETF shares in Q1 2022, an estimated $13.4M.
Financial Partners Group (Kansas) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and held it in 17 quarters.
Financial Partners Group (Kansas)'s iShares MSCI USA Min Vol Factor ETF position peaked at $13.4M in Q4 2021.
1,121 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2022, filed 29 Apr 2022.