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First Personal Financial Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

First Personal Financial Services’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 		$36.5K Hold
400
– – 0.01% 219
2024
Q2 		$33.6K Hold
400
– – 0.01% 209
2024
Q1 		$33.4K Hold
400
– – 0.01% 209
2023
Q4 		$31.2K Hold
400
– – 0.01% 235
2023
Q3 		$29K Hold
400
– – 0.01% 238
2023
Q2 		$29.7K Sell
400
-86
-18% -$6.29K 0.01% 248
2023
Q1 		$35.4K Buy
486
+86
+22% +$6.18K 0.01% 235
2022
Q4 		$28.8K Hold
400
– – 0.01% 260
2022
Q3 		$26K Hold
400
– – 0.01% 268
2022
Q2 		$28K Sell
400
-85
-18% -$6.22K 0.01% 219
2022
Q1 		$38K Buy
+485
New +$36.7K 0.01% 214
2019
Q3 		– Sell
-3,997
Closed -$247K – 744
2019
Q2 		$247K Hold
3,997
– – 0.07% 156
2019
Q1 		$235K Buy
3,997
+18
+0.5% +$1.01K 0.07% 156
2018
Q4 		$208K Sell
3,979
-582
-13% -$32K 0.07% 157
2018
Q3 		$260K Buy
4,561
+269
+6% +$15K 0.08% 151
2018
Q2 		$228K Hold
4,292
– – 0.08% 158
2018
Q1 		$223K Sell
4,292
-1,950
-31% -$103K 0.05% 202
2017
Q4 		$329K Buy
+6,242
New +$324K 0.06% 183
2016
Q4 		– Sell
-800
Closed -$36K – 944
2016
Q3 		$36K Buy
+800
New +$37K 0.01% 334
2016
Q1 		– Sell
-645
Closed -$27K – 398
2015
Q4 		$27K Buy
+645
New +$26.9K 0.02% 222

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Personal Financial Services's USMV Position: Q3 2024 in Review

First Personal Financial Services held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2024 at 400 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #219.

First Personal Financial Services first reported a position in USMV in Q4 2015 and has held it in 20 quarters since. The position peaked at $329K in Q4 2017. 1,187 funds tracked by Wall St. Rank hold USMV as of Q3 2024.

  • First Personal Financial Services held 400 shares of iShares MSCI USA Min Vol Factor ETF worth $36.5K as of Q3 2024.
  • First Personal Financial Services left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2024.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #219 holding.
  • First Personal Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and has held it in 20 quarters since.
  • First Personal Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $329K in Q4 2017.
  • 1,187 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.