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

HYA 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
2022 Q2	$4.76M	Sell	67,754 -4,680	-6%	-$343K	1.86%	18
2022 Q1	$5.62M	Sell	72,434 -3,598	-5%	-$272K	1.95%	16
2021 Q4	$6.15M	Buy	76,032 +20,471	+37%	+$1.59M	2.2%	10
2021 Q3	$4.11M	Sell	55,561 -14,116	-20%	-$1.08M	1.66%	19
2021 Q2	$5.13M	Sell	69,677 -3,035	-4%	-$219K	2.15%	11
2021 Q1	$5.03M	Buy	72,712 +1,271	+2%	+$85.9K	2.38%	10
2020 Q4	$4.85M	Sell	71,441 -332	-0.5%	-$21.9K	2.57%	9
2020 Q3	$4.57M	Buy	71,773 +2,706	+4%	+$172K	2.76%	7
2020 Q2	$4.19M	Buy	69,067 +2,314	+3%	+$137K	2.76%	8
2020 Q1	$3.6M	Buy	66,753 +624	+0.9%	+$39.6K	2.97%	7
2019 Q4	$4.34M	Buy	+66,129	New	+$4.25M	2.78%	8

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

HYA Advisors's USMV Position: Q2 2022 in Review

HYA Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.5% in Q2 2022, selling an estimated $343K and leaving 67,754 shares worth $4.76M. The position accounts for 1.86% of the portfolio, ranked #18.

HYA Advisors first reported a position in USMV in Q4 2019 and has held it in 11 quarters since. The position peaked at $6.15M in Q4 2021. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

HYA Advisors held 67,754 shares of iShares MSCI USA Min Vol Factor ETF worth $4.76M as of Q2 2022.
HYA Advisors sold 4,680 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $343K.
iShares MSCI USA Min Vol Factor ETF made up 1.86% of HYA Advisors's portfolio in Q2 2022, its #18 holding.
HYA Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 11 quarters since.
HYA Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $6.15M in Q4 2021.
1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.