IAG Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

IAG Wealth Partners’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 Q1	–	Sell	-196	Closed	-$15.3K	–	463
2023 Q4	$15.3K	Hold	196	–	–	﹤0.01%	263
2023 Q3	$14.2K	Sell	196 -410	-68%	-$30.6K	﹤0.01%	262
2023 Q2	$45K	Hold	606	–	–	0.01%	165
2023 Q1	$44.1K	Hold	606	–	–	0.01%	151
2022 Q4	$43.7K	Hold	606	–	–	0.01%	149
2022 Q3	$40K	Sell	606 -540	-47%	-$38.9K	0.01%	142
2022 Q2	$80K	Hold	1,146	–	–	0.03%	99
2022 Q1	$89K	Hold	1,146	–	–	0.03%	96
2021 Q4	$93K	Hold	1,146	–	–	0.03%	91
2021 Q3	$85K	Hold	1,146	–	–	0.03%	85
2021 Q2	$85K	Sell	1,146 -1,878	-62%	-$136K	0.03%	85
2021 Q1	$210K	Sell	3,024 -729	-19%	-$49.3K	0.08%	49
2020 Q4	$255K	Sell	3,753 -323	-8%	-$21.3K	0.1%	47
2020 Q3	$260K	Buy	4,076 +919	+29%	+$58.3K	0.12%	44
2020 Q2	$192K	Buy	+3,157	New	+$187K	0.09%	49
2020 Q1	–	Sell	-253	Closed	-$16.1K	–	460
2019 Q4	$17K	Buy	+253	New	+$16.2K	0.01%	191

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

RJFSA

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

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

IAG Wealth Partners's USMV Position: Q1 2024 in Review

IAG Wealth Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2024, closing a stake of 196 shares — an estimated $15.3K sold.

IAG Wealth Partners first reported a position in USMV in Q4 2019 and held it in 16 quarters. The position peaked at $260K in Q3 2020. 1,169 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

IAG Wealth Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
IAG Wealth Partners sold 196 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $15.3K.
IAG Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 16 quarters.
IAG Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $260K in Q3 2020.
1,169 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on IAG Wealth Partners's 13F filing for Q1 2024, filed 24 Apr 2024.