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Golden Green’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Golden Green’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
-6,399
Closed -$449K – 77
2022
Q2 		$449K Sell
6,399
-281
-4% -$20.6K 0.47% 45
2022
Q1 		$518K Sell
6,680
-1,021
-13% -$77.3K 0.43% 53
2021
Q4 		$623K Sell
7,701
-321
-4% -$24.9K 0.5% 56
2021
Q3 		$590K Sell
8,022
-7
-0.1% -$533 0.46% 49
2021
Q2 		$591K Sell
8,029
-534
-6% -$38.6K 0.45% 51
2021
Q1 		$592K Sell
8,563
-323
-4% -$21.8K 0.51% 54
2020
Q4 		$603K Buy
+8,886
New +$585K 0.56% 52

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

Golden Green's USMV Position: Q3 2022 in Review

Golden Green sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2022, closing a stake of 6,399 shares — an estimated $449K sold.

Golden Green first reported a position in USMV in Q4 2020 and held it in 7 quarters. The position peaked at $623K in Q4 2021. 1,062 funds tracked by Wall St. Rank hold USMV as of Q3 2022.

  • Golden Green reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Golden Green sold 6,399 iShares MSCI USA Min Vol Factor ETF shares in Q3 2022, an estimated $449K.
  • Golden Green first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 7 quarters.
  • Golden Green's iShares MSCI USA Min Vol Factor ETF position peaked at $623K in Q4 2021.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2022.

Based on Golden Green's 13F filing for Q3 2022, filed 14 Oct 2022.