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

Greenup Street 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
2023 Q1	–	Sell	-2,809	Closed	-$203K	–	94
2022 Q4	$203K	Sell	2,809 -569	-17%	-$40.5K	0.08%	82
2022 Q3	$223K	Sell	3,378 -488	-13%	-$35.2K	0.1%	75
2022 Q2	$271K	Sell	3,866 -32,054	-89%	-$2.35M	0.13%	72
2022 Q1	$2.79M	Buy	35,920 +938	+3%	+$71K	1.54%	23
2021 Q4	$2.83M	Buy	+34,982	New	+$2.71M	1.66%	16

Other funds holding USMV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Greenup Street Wealth Management's USMV Position: Q1 2023 in Review

Greenup Street Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2023, closing a stake of 2,809 shares — an estimated $203K sold.

Greenup Street Wealth Management first reported a position in USMV in Q4 2021 and held it in 5 quarters. The position peaked at $2.83M in Q4 2021. 1,128 funds tracked by Wall St. Rank hold USMV as of Q1 2023.

Greenup Street Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Greenup Street Wealth Management sold 2,809 iShares MSCI USA Min Vol Factor ETF shares in Q1 2023, an estimated $203K.
Greenup Street Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 5 quarters.
Greenup Street Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $2.83M in Q4 2021.
1,128 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2023.

Based on Greenup Street Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.