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

Hoover Financial 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
2021 Q2	$2.17M	Buy	29,498 +1	+0%	+$72	0.39%	37
2021 Q1	$2.13M	Sell	29,497 -1,022	-3%	-$69.1K	0.4%	35
2020 Q4	$2.05M	Sell	30,519 -3,689	-11%	-$243K	0.51%	25
2020 Q3	$2.18M	Hold	34,208	–	–	0.72%	24
2020 Q2	$2.07M	Buy	34,208 +2	+0%	+$119	0.79%	21
2020 Q1	$1.85M	Hold	34,206	–	–	1.02%	18
2019 Q4	$2.24M	Buy	+34,206	New	+$2.2M	1.1%	17

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Hoover Financial Advisors's USMV Position: Q2 2021 in Review

Hoover Financial Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0% in Q2 2021, buying an estimated $72 and bringing the position to 29,498 shares worth $2.17M. The position accounts for 0.39% of the portfolio, ranked #37.

Hoover Financial Advisors first reported a position in USMV in Q4 2019 and has held it in 7 quarters since. The position peaked at $2.24M in Q4 2019. 969 funds tracked by Wall St. Rank hold USMV as of Q2 2021.

Hoover Financial Advisors held 29,498 shares of iShares MSCI USA Min Vol Factor ETF worth $2.17M as of Q2 2021.
Hoover Financial Advisors bought 1 iShares MSCI USA Min Vol Factor ETF share in Q2 2021, an estimated $72.
iShares MSCI USA Min Vol Factor ETF made up 0.39% of Hoover Financial Advisors's portfolio in Q2 2021, its #37 holding.
Hoover Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 7 quarters since.
Hoover Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $2.24M in Q4 2019.
969 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.