Householder Group Estate & Retirement Specialist’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$246K	Sell	2,779 -21,260	-88%	-$1.95M	0.18%	89
2024 Q3	$2.19M	Sell	24,039 -1,172	-5%	-$103K	0.64%	29
2024 Q2	$2.12M	Sell	25,211 -4,732	-16%	-$390K	0.59%	31
2024 Q1	$2.5M	Sell	29,943 -4,624	-13%	-$373K	0.74%	28
2023 Q4	$2.7M	Buy	34,567 +394	+1%	+$29.4K	0.89%	22
2023 Q3	$2.47M	Buy	+34,173	New	+$2.55M	0.89%	22
2023 Q1	$3.13M	Buy	+43,026	New	+$3.09M	1.2%	12
2022 Q4	–	Sell	-45,606	Closed	-$3.01M	–	1092
2022 Q3	$3.01M	Sell	45,606 -2,422	-5%	-$175K	1.24%	12
2022 Q2	$3.37M	Sell	48,028 -393	-0.8%	-$28.8K	1.51%	12
2022 Q1	$3.76M	Sell	48,421 -251	-0.5%	-$19K	1.51%	11
2021 Q4	$3.94M	Buy	+48,672	New	+$3.77M	1.47%	11

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's USMV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 88% in Q4 2024, selling an estimated $1.95M and leaving 2,779 shares worth $246K. The position accounts for 0.18% of the portfolio, ranked #89.

Householder Group Estate & Retirement Specialist first reported a position in USMV in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.94M in Q4 2021. 1,283 funds tracked by Wall St. Rank hold USMV as of Q4 2024.

Householder Group Estate & Retirement Specialist held 2,779 shares of iShares MSCI USA Min Vol Factor ETF worth $246K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 21,260 iShares MSCI USA Min Vol Factor ETF shares in Q4 2024, an estimated $1.95M.
iShares MSCI USA Min Vol Factor ETF made up 0.18% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #89 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's iShares MSCI USA Min Vol Factor ETF position peaked at $3.94M in Q4 2021.
1,283 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.