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

Ford Financial Group’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
Q3 		– Sell
-26,806
Closed -$1.88M – 135
2022
Q2 		$1.88M Sell
26,806
-618
-2% -$45.2K 0.77% 32
2022
Q1 		$2.13M Buy
27,424
+464
+2% +$35.1K 0.82% 29
2021
Q4 		$2.18K Sell
26,960
-36
-0.1% -$2.79K 0.43% 30
2021
Q3 		$1.98M Buy
26,996
+534
+2% +$40.7K 0.76% 31
2021
Q2 		$1.95M Buy
26,462
+431
+2% +$31.1K 0.73% 30
2021
Q1 		$1.8M Sell
26,031
-58,197
-69% -$3.93M 0.77% 28
2020
Q4 		$5.72M Sell
84,228
-11,371
-12% -$749K 2.7% 9
2020
Q3 		$6.09M Buy
95,599
+319
+0.3% +$20.2K 3.32% 6
2020
Q2 		$5.78M Buy
95,280
+1,391
+1% +$82.5K 3.21% 6
2020
Q1 		$5.07M Sell
93,889
-3,389
-3% -$215K 3.38% 6
2019
Q4 		$6.38M Buy
97,278
+17,877
+23% +$1.15M 3.67% 5
2019
Q3 		$5.09M Buy
79,401
+21,103
+36% +$1.34M 3.25% 6
2019
Q2 		$3.6M Buy
+58,298
New +$3.5M 2.44% 8
2018
Q1 		– Sell
-87
Closed -$4K – 355
2017
Q4 		$4K Buy
+87
New +$4.51K ﹤0.01% 346

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ford Financial Group's USMV Position: Q3 2022 in Review

Ford Financial Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2022, closing a stake of 26,806 shares — an estimated $1.88M sold.

Ford Financial Group first reported a position in USMV in Q4 2017 and held it in 14 quarters. The position peaked at $6.38M in Q4 2019. 1,062 funds tracked by Wall St. Rank hold USMV as of Q3 2022.

  • Ford Financial Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Ford Financial Group sold 26,806 iShares MSCI USA Min Vol Factor ETF shares in Q3 2022, an estimated $1.88M.
  • Ford Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and held it in 14 quarters.
  • Ford Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $6.38M in Q4 2019.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2022.

Based on Ford Financial Group's 13F filing for Q3 2022, filed 11 Oct 2022.