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Fourpath Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Fourpath Capital Management’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
Q2 		– Sell
-9,396
Closed -$729K – 162
2022
Q1 		$729K Sell
9,396
-995
-10% -$75.3K 0.29% 61
2021
Q4 		$841K Buy
+10,391
New +$805K 0.32% 58

Other funds holding USMV

RJA
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fourpath Capital Management's USMV Position: Q2 2022 in Review

Fourpath Capital Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2022, closing a stake of 9,396 shares — an estimated $729K sold.

Fourpath Capital Management first reported a position in USMV in Q4 2021 and held it in 2 quarters. The position peaked at $841K in Q4 2021. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

  • Fourpath Capital Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Fourpath Capital Management sold 9,396 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $729K.
  • Fourpath Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 2 quarters.
  • Fourpath Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $841K in Q4 2021.
  • 1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on Fourpath Capital Management's 13F filing for Q2 2022, filed 9 Aug 2022.