Firethorn Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Firethorn Wealth Partners’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	-13,432	Closed	-$1.05M	–	163
2023 Q4	$1.05M	Sell	13,432 -8,423	-39%	-$629K	0.69%	33
2023 Q3	$1.58M	Sell	21,855 -3,803	-15%	-$284K	1.21%	19
2023 Q2	$1.91M	Buy	25,658 +928	+4%	+$67.8K	1.42%	17
2023 Q1	$1.83M	Buy	24,730 +7,106	+40%	+$511K	1.43%	19
2022 Q4	$1.27M	Buy	17,624 +650	+4%	+$46.3K	1.07%	20
2022 Q3	$1.12M	Buy	16,974 +662	+4%	+$47.7K	1.04%	17
2022 Q2	$1.2M	Buy	16,312 +2,586	+19%	+$189K	0.97%	22
2022 Q1	$1.06M	Sell	13,726 -723	-5%	-$54.7K	0.81%	25
2021 Q4	$1.17M	Buy	+14,449	New	+$1.12M	0.87%	24
2021 Q2	–	Sell	-10,449	Closed	-$723K	–	142
2021 Q1	$723K	Sell	10,449 -10,264	-50%	-$694K	0.67%	37
2020 Q4	$1.41M	Buy	+20,713	New	+$1.36M	1.52%	19

Other funds holding USMV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.81T AUM 41.13% 1-Year Est. Return

Firethorn Wealth Partners's USMV Position: Q1 2024 in Review

Firethorn Wealth Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2024, closing a stake of 13,432 shares — an estimated $1.05M sold.

Firethorn Wealth Partners first reported a position in USMV in Q4 2020 and held it in 11 quarters. The position peaked at $1.91M in Q2 2023. 1,172 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

Firethorn Wealth Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Firethorn Wealth Partners sold 13,432 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $1.05M.
Firethorn Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 11 quarters.
Firethorn Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $1.91M in Q2 2023.
1,172 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on Firethorn Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.