H6H
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Hightower 6M Holding’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Hightower 6M Holding’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 		$529K Buy
8,009
+25
+0.3% +$1.8K 0.05% 130
2022
Q2 		$561K Buy
7,984
+15
+0.2% +$1.1K 0.05% 128
2022
Q1 		$618K Buy
+7,969
New +$603K 0.05% 132

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Hightower 6M Holding's USMV Position: Q3 2022 in Review

Hightower 6M Holding increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.31% in Q3 2022, buying an estimated $1.8K and bringing the position to 8,009 shares worth $529K. The position accounts for 0.05% of the portfolio, ranked #130.

Hightower 6M Holding first reported a position in USMV in Q1 2022 and has held it in 3 quarters since. The position peaked at $618K in Q1 2022. 1,062 funds tracked by Wall St. Rank hold USMV as of Q3 2022.

  • Hightower 6M Holding held 8,009 shares of iShares MSCI USA Min Vol Factor ETF worth $529K as of Q3 2022.
  • Hightower 6M Holding bought 25 iShares MSCI USA Min Vol Factor ETF shares in Q3 2022, an estimated $1.8K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of Hightower 6M Holding's portfolio in Q3 2022, its #130 holding.
  • Hightower 6M Holding first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 3 quarters since.
  • Hightower 6M Holding's iShares MSCI USA Min Vol Factor ETF position peaked at $618K in Q1 2022.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.