Hutchens & Kramer Investment Management Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Hutchens & Kramer Investment Management Group’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 Q4	–	Sell	-3,158	Closed	-$227K	–	142
2023 Q3	$227K	Buy	3,158 +161	+5%	+$12K	0.18%	99
2023 Q2	$223K	Buy	+2,997	New	+$219K	0.18%	104
2023 Q1	–	Sell	-3,742	Closed	-$270K	–	135
2022 Q4	$270K	Buy	3,742 +160	+4%	+$11.4K	0.2%	78
2022 Q3	$243K	Buy	3,582 +208	+6%	+$15K	0.2%	75
2022 Q2	$240K	Sell	3,374 -56	-2%	-$4.1K	0.18%	92
2022 Q1	$268K	Hold	3,430	–	–	0.15%	97
2021 Q4	$263K	Buy	+3,430	New	+$266K	0.17%	91

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

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

RJA

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's USMV Position: Q4 2023 in Review

Hutchens & Kramer Investment Management Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2023, closing a stake of 3,158 shares — an estimated $227K sold.

Hutchens & Kramer Investment Management Group first reported a position in USMV in Q4 2021 and held it in 7 quarters. The position peaked at $270K in Q4 2022. 1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

Hutchens & Kramer Investment Management Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
Hutchens & Kramer Investment Management Group sold 3,158 iShares MSCI USA Min Vol Factor ETF shares in Q4 2023, an estimated $227K.
Hutchens & Kramer Investment Management Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 7 quarters.
Hutchens & Kramer Investment Management Group's iShares MSCI USA Min Vol Factor ETF position peaked at $270K in Q4 2022.
1,224 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2023.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q4 2023, filed 22 Jan 2024.