Hudock Inc’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Hudock Inc’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 Q4	–	Sell	-64	Closed	-$4K	–	879
2021 Q3	$4K	Hold	64	–	–	﹤0.01%	698
2021 Q2	$4K	Hold	64	–	–	﹤0.01%	665
2021 Q1	$4K	Sell	64 -295	-82%	-$19.9K	﹤0.01%	649
2020 Q4	$24K	Buy	+359	New	+$23.6K	0.01%	403
2020 Q3	–	Sell	-4,122	Closed	-$249K	–	791
2020 Q2	$249K	Sell	4,122 -172	-4%	-$10.2K	0.09%	99
2020 Q1	$231K	Buy	4,294 +3,110	+263%	+$197K	0.09%	91
2019 Q4	$77K	Buy	1,184 +232	+24%	+$14.9K	0.03%	206
2019 Q3	$61K	Buy	+952	New	+$60.3K	0.02%	220

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

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 Boston, Massachusetts $1.9T AUM 41.92% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Hudock Inc's USMV Position: Q4 2021 in Review

Hudock Inc sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2021, closing a stake of 64 shares — an estimated $4K sold.

Hudock Inc first reported a position in USMV in Q3 2019 and held it in 8 quarters. The position peaked at $249K in Q2 2020. 1,124 funds tracked by Wall St. Rank hold USMV as of Q4 2021.

Hudock Inc reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
Hudock Inc sold 64 iShares MSCI USA Min Vol Factor ETF shares in Q4 2021, an estimated $4K.
Hudock Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 8 quarters.
Hudock Inc's iShares MSCI USA Min Vol Factor ETF position peaked at $249K in Q2 2020.
1,124 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2021.

Based on Hudock Inc's 13F filing for Q4 2021, filed 19 Jan 2022.