GYL Financial Synergies’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

GYL Financial Synergies’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	-9,789	Closed	-$792K	–	228
2021 Q4	$792K	Sell	9,789 -746	-7%	-$57.8K	0.21%	76
2021 Q3	$774K	Sell	10,535 -671	-6%	-$51.1K	0.4%	61
2021 Q2	$825K	Sell	11,206 -554	-5%	-$40K	0.43%	55
2021 Q1	$814K	Sell	11,760 -1,562	-12%	-$106K	0.45%	53
2020 Q4	$904K	Sell	13,322 -388	-3%	-$25.5K	0.52%	41
2020 Q3	$874K	Sell	13,710 -650	-5%	-$41.2K	0.57%	34
2020 Q2	$871K	Hold	14,360	–	–	0.63%	34
2020 Q1	$776K	Hold	14,360	–	–	0.5%	40
2019 Q4	$942K	Hold	14,360	–	–	0.42%	45
2019 Q3	$920K	Hold	14,360	–	–	0.46%	43
2019 Q2	$886K	Sell	14,360 -2,028	-12%	-$122K	0.47%	41
2019 Q1	$964K	Buy	16,388 +388	+2%	+$21.7K	0.54%	37
2018 Q4	$838K	Buy	+16,000	New	+$879K	0.61%	35

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

GYL Financial Synergies's USMV Position: Q1 2022 in Review

GYL Financial Synergies sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2022, closing a stake of 9,789 shares — an estimated $792K sold.

GYL Financial Synergies first reported a position in USMV in Q4 2018 and held it in 13 quarters. The position peaked at $964K in Q1 2019. 1,121 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

GYL Financial Synergies reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
GYL Financial Synergies sold 9,789 iShares MSCI USA Min Vol Factor ETF shares in Q1 2022, an estimated $792K.
GYL Financial Synergies first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 13 quarters.
GYL Financial Synergies's iShares MSCI USA Min Vol Factor ETF position peaked at $964K in Q1 2019.
1,121 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on GYL Financial Synergies's 13F filing for Q1 2022, filed 5 May 2022.