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

Herold 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
2022
Q2 		– Sell
-275
Closed -$21.3K – 648
2022
Q1 		$21.3K Buy
+275
New +$20.8K 0.01% 501
2021
Q4 		– Sell
-250
Closed -$18K – 624
2021
Q3 		$18K Buy
+250
New +$19K 0.01% 534

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Herold Advisors's USMV Position: Q2 2022 in Review

Herold Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2022, closing a stake of 275 shares — an estimated $21.3K sold.

Herold Advisors first reported a position in USMV in Q3 2021 and held it in 2 quarters. The position peaked at $21.3K in Q1 2022. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

  • Herold Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 275 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $21.3K.
  • Herold Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $21.3K in Q1 2022.
  • 1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.