Guyasuta Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Guyasuta Investment Advisors’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	-5,901	Closed	-$427K	–	252
2023 Q3	$427K	Hold	5,901	–	–	0.03%	159
2023 Q2	$439K	Hold	5,901	–	–	0.03%	165
2023 Q1	$429K	Hold	5,901	–	–	0.03%	166
2022 Q4	$425K	Sell	5,901 -1,734	-23%	-$123K	0.03%	155
2022 Q3	$505K	Buy	7,635 +205	+3%	+$14.8K	0.04%	136
2022 Q2	$522K	Hold	7,430	–	–	0.04%	161
2022 Q1	$576K	Hold	7,430	–	–	0.04%	175
2021 Q4	$601K	Hold	7,430	–	–	0.04%	174
2021 Q3	$546K	Hold	7,430	–	–	0.04%	175
2021 Q2	$547K	Hold	7,430	–	–	0.04%	170
2021 Q1	$514K	Hold	7,430	–	–	0.04%	168
2020 Q4	$504K	Buy	+7,430	New	+$489K	0.04%	162

Other funds holding USMV

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Guyasuta Investment Advisors's USMV Position: Q4 2023 in Review

Guyasuta Investment Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2023, closing a stake of 5,901 shares — an estimated $427K sold.

Guyasuta Investment Advisors first reported a position in USMV in Q4 2020 and held it in 12 quarters. The position peaked at $601K in Q4 2021. 1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

Guyasuta Investment Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
Guyasuta Investment Advisors sold 5,901 iShares MSCI USA Min Vol Factor ETF shares in Q4 2023, an estimated $427K.
Guyasuta Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 12 quarters.
Guyasuta Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $601K in Q4 2021.
1,224 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2023.

Based on Guyasuta Investment Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.