Frontier Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Frontier Wealth 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 Q1	–	Sell	-2,500	Closed	-$202K	–	439
2021 Q4	$202K	Buy	+2,500	New	+$194K	0.01%	404
2021 Q1	–	Sell	-3,055	Closed	-$207K	–	402
2020 Q4	$207K	Buy	+3,055	New	+$201K	0.02%	353
2020 Q1	–	Sell	-3,352	Closed	-$220K	–	330
2019 Q4	$220K	Buy	+3,352	New	+$215K	0.04%	269

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Frontier Wealth Management's USMV Position: Q1 2022 in Review

Frontier Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2022, closing a stake of 2,500 shares — an estimated $202K sold.

Frontier Wealth Management first reported a position in USMV in Q4 2019 and held it in 3 quarters. The position peaked at $220K in Q4 2019. 1,121 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

Frontier Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Frontier Wealth Management sold 2,500 iShares MSCI USA Min Vol Factor ETF shares in Q1 2022, an estimated $202K.
Frontier Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 3 quarters.
Frontier Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $220K in Q4 2019.
1,121 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on Frontier Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.