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

Holloway 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
2022 Q1	–	Hold	0	–	–	–	113
2021 Q4	–	Hold	0	–	–	–	120
2021 Q3	–	Hold	0	–	–	–	125
2021 Q2	–	Hold	0	–	–	–	123
2021 Q1	–	Hold	0	–	–	–	113
2020 Q4	–	Hold	0	–	–	–	91
2020 Q3	–	Hold	0	–	–	–	94
2020 Q2	–	Hold	0	–	–	–	78
2020 Q1	–	Hold	0	–	–	–	77
2019 Q4	–	Hold	0	–	–	–	75
2019 Q3	–	Hold	0	–	–	–	72
2019 Q2	–	Hold	0	–	–	–	81
2019 Q1	–	Hold	0	–	–	–	78
2018 Q4	–	Hold	0	–	–	–	91
2018 Q3	–	Hold	0	–	–	–	43
2017 Q4	–	Hold	0	–	–	–	91

Other funds holding USMV

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

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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return