Institutional & Family Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Institutional & Family Asset Management’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	-33	Closed	-$2.59K	–	778
2023 Q4	$2.59K	Buy	+33	New	+$2.46K	﹤0.01%	544
2023 Q3	–	Sell	-3	Closed	-$223	–	761
2023 Q2	$223	Buy	+3	New	+$219	﹤0.01%	727
2022 Q2	–	Sell	-61	Closed	-$5K	–	797
2022 Q1	$5K	Buy	+61	New	+$4.62K	﹤0.01%	557
2020 Q3	–	Sell	-10	Closed	-$1K	–	894
2020 Q2	$1K	Buy	+10	New	+$593	﹤0.01%	809

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

Institutional & Family Asset Management's USMV Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2024, closing a stake of 33 shares — an estimated $2.59K sold.

Institutional & Family Asset Management first reported a position in USMV in Q2 2020 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 1,169 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

Institutional & Family Asset Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 33 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $2.59K.
Institutional & Family Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and held it in 4 quarters.
Institutional & Family Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $5K in Q1 2022.
1,169 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.