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

Frisch 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
Q2 		– Sell
-52,366
Closed -$4.06M – 141
2022
Q1 		$4.06M Sell
52,366
-1,986
-4% -$150K 1.3% 26
2021
Q4 		$4.36M Sell
54,352
-2,325
-4% -$180K 1.37% 24
2021
Q3 		$4.17M Sell
56,677
-2,039
-3% -$155K 1.39% 25
2021
Q2 		$4.32M Sell
58,716
-21,620
-27% -$1.56M 1.36% 27
2021
Q1 		$5.56M Sell
80,336
-32,767
-29% -$2.22M 1.87% 20
2020
Q4 		$7.68M Sell
113,103
-379
-0.3% -$24.9K 2.81% 9
2020
Q3 		$7.23M Sell
113,482
-1,655
-1% -$105K 3.15% 8
2020
Q2 		$6.98M Sell
115,137
-6,398
-5% -$380K 3.3% 7
2020
Q1 		$6.57M Buy
+121,535
New +$7.71M 3.82% 8

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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 $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return