Hayden Royal’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Hayden Royal’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	$190K	Buy	+2,351	New	+$182K	0.44%	83
2021 Q3	–	Sell	-3,548	Closed	-$261K	–	198
2021 Q2	$261K	Sell	3,548 -274	-7%	-$19.8K	0.14%	155
2021 Q1	$264K	Sell	3,822 -1,297	-25%	-$87.7K	0.15%	148
2020 Q4	$347K	Sell	5,119 -1,176	-19%	-$77.4K	0.19%	128
2020 Q3	$401K	Buy	6,295 +78	+1%	+$4.95K	0.21%	114
2020 Q2	$377K	Sell	6,217 -476	-7%	-$28.2K	0.21%	96
2020 Q1	$361K	Buy	6,693 +576	+9%	+$36.5K	0.21%	120
2019 Q4	$426K	Sell	6,117 -1,105	-15%	-$71K	0.22%	110
2019 Q3	$463K	Buy	7,222 +250	+4%	+$15.8K	0.41%	77
2019 Q2	$441K	Sell	6,972 -268	-4%	-$16.1K	0.47%	67
2019 Q1	$426K	Buy	7,240 +1,508	+26%	+$84.5K	0.56%	61
2018 Q4	$300K	Buy	+5,732	New	+$315K	0.15%	145

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

Hayden Royal's USMV Position: Q4 2021 in Review

Hayden Royal opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2021: 2,351 shares worth $190K. The stake represents 0.44% of the portfolio and ranks #83 among its holdings. This is a return to the name: Hayden Royal previously reported a position in USMV as recently as Q2 2021.

Hayden Royal first reported a position in USMV in Q4 2018 and has held it in 12 quarters since. The position peaked at $463K in Q3 2019. 1,124 funds tracked by Wall St. Rank hold USMV as of Q4 2021.

Hayden Royal held 2,351 shares of iShares MSCI USA Min Vol Factor ETF worth $190K as of Q4 2021.
iShares MSCI USA Min Vol Factor ETF was a new Hayden Royal position in Q4 2021.
iShares MSCI USA Min Vol Factor ETF made up 0.44% of Hayden Royal's portfolio in Q4 2021, its #83 holding.
Hayden Royal first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 12 quarters since.
Hayden Royal's iShares MSCI USA Min Vol Factor ETF position peaked at $463K in Q3 2019.
1,124 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.