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Freedom Wealth Alliance’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-11
Closed -$793 – 425
2022
Q4 		$793 Buy
+11
New +$783 ﹤0.01% 439

Other funds holding USMV

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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Freedom Wealth Alliance's USMV Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2023, closing a stake of 11 shares — an estimated $793 sold.

Freedom Wealth Alliance first reported a position in USMV in Q4 2022 and held it in 1 quarter. The position peaked at $793 in Q4 2022. 1,127 funds tracked by Wall St. Rank hold USMV as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 11 iShares MSCI USA Min Vol Factor ETF shares in Q1 2023, an estimated $793.
  • Freedom Wealth Alliance first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's iShares MSCI USA Min Vol Factor ETF position peaked at $793 in Q4 2022.
  • 1,127 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.