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Heritage Financial Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-181
Closed -$12K – 454
2022
Q2 		$12K Buy
+181
New +$13.3K 0.01% 292

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Financial Services's USMV Position: Q3 2022 in Review

Heritage Financial Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2022, closing a stake of 181 shares — an estimated $12K sold.

Heritage Financial Services first reported a position in USMV in Q2 2022 and held it in 1 quarter. The position peaked at $12K in Q2 2022. 1,062 funds tracked by Wall St. Rank hold USMV as of Q3 2022.

  • Heritage Financial Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 181 iShares MSCI USA Min Vol Factor ETF shares in Q3 2022, an estimated $12K.
  • Heritage Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $12K in Q2 2022.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.