HawsGoodwin Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

HawsGoodwin Investment 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
2021 Q4	$2.6M	Sell	32,126 -1,135	-3%	-$87.9K	0.76%	33
2021 Q3	$2.44M	Sell	33,261 -281	-0.8%	-$21.4K	0.74%	32
2021 Q2	$2.47M	Sell	33,542 -39,800	-54%	-$2.88M	0.76%	30
2021 Q1	$5.08M	Sell	73,342 -11,079	-13%	-$749K	1.62%	16
2020 Q4	$5.73M	Buy	84,421 +2,178	+3%	+$143K	1.8%	14
2020 Q3	$5.24M	Buy	82,243 +8,303	+11%	+$527K	1.86%	16
2020 Q2	$4.48M	Sell	73,940 -8,025	-10%	-$476K	1.76%	18
2020 Q1	$4.43M	Buy	81,965 +336	+0.4%	+$21.3K	2.23%	11
2019 Q4	$5.36M	Buy	+81,629	New	+$5.24M	2.8%	6

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HawsGoodwin Investment Management's USMV Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.4% in Q4 2021, selling an estimated $87.9K and leaving 32,126 shares worth $2.6M. The position accounts for 0.76% of the portfolio, ranked #33.

HawsGoodwin Investment Management first reported a position in USMV in Q4 2019 and has held it in 9 quarters since. The position peaked at $5.73M in Q4 2020. 1,124 funds tracked by Wall St. Rank hold USMV as of Q4 2021.

HawsGoodwin Investment Management held 32,126 shares of iShares MSCI USA Min Vol Factor ETF worth $2.6M as of Q4 2021.
HawsGoodwin Investment Management sold 1,135 iShares MSCI USA Min Vol Factor ETF shares in Q4 2021, an estimated $87.9K.
iShares MSCI USA Min Vol Factor ETF made up 0.76% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #33 holding.
HawsGoodwin Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 9 quarters since.
HawsGoodwin Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $5.73M in Q4 2020.
1,124 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.