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Hohimer Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Hohimer Wealth 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
2023
Q1 		– Sell
-2,851
Closed -$206K – 210
2022
Q4 		$206K Sell
2,851
-532
-16% -$37.9K 0.07% 153
2022
Q3 		$224K Buy
3,383
+239
+8% +$17.2K 0.07% 159
2022
Q2 		$221K Buy
3,144
+189
+6% +$13.8K 0.07% 168
2022
Q1 		$229K Buy
+2,955
New +$224K 0.05% 188

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hohimer Wealth Management's USMV Position: Q1 2023 in Review

Hohimer Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2023, closing a stake of 2,851 shares — an estimated $206K sold.

Hohimer Wealth Management first reported a position in USMV in Q1 2022 and held it in 4 quarters. The position peaked at $229K in Q1 2022. 1,127 funds tracked by Wall St. Rank hold USMV as of Q1 2023.

  • Hohimer Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Hohimer Wealth Management sold 2,851 iShares MSCI USA Min Vol Factor ETF shares in Q1 2023, an estimated $206K.
  • Hohimer Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and held it in 4 quarters.
  • Hohimer Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $229K in Q1 2022.
  • 1,127 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2023.

Based on Hohimer Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.