GCA
USMV icon

Greenwood Capital Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Greenwood Capital Associates’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
Q4 		– Sell
-4,612
Closed -$334K – 270
2023
Q3 		$334K Buy
+4,612
New +$344K 0.05% 216

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Greenwood Capital Associates's USMV Position: Q4 2023 in Review

Greenwood Capital Associates sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2023, closing a stake of 4,612 shares — an estimated $334K sold.

Greenwood Capital Associates first reported a position in USMV in Q3 2023 and held it in 1 quarter. The position peaked at $334K in Q3 2023. 1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

  • Greenwood Capital Associates reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Greenwood Capital Associates sold 4,612 iShares MSCI USA Min Vol Factor ETF shares in Q4 2023, an estimated $334K.
  • Greenwood Capital Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and held it in 1 quarter.
  • Greenwood Capital Associates's iShares MSCI USA Min Vol Factor ETF position peaked at $334K in Q3 2023.
  • 1,224 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2023.

Based on Greenwood Capital Associates's 13F filing for Q4 2023, filed 5 Mar 2024.