Ironwood Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ironwood Financial’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	-275	Closed	-$20K	–	516
2021 Q3	$20K	Hold	275	–	–	0.01%	285
2021 Q2	$20K	Hold	275	–	–	0.01%	279
2021 Q1	$19K	Hold	275	–	–	0.01%	271
2020 Q4	$19K	Sell	275 -167	-38%	-$11K	0.01%	259
2020 Q3	$28K	Buy	442 +360	+439%	+$22.8K	0.01%	158
2020 Q2	$5K	Buy	+82	New	+$4.87K	﹤0.01%	318

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

Ironwood Financial's USMV Position: Q4 2021 in Review

Ironwood Financial sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2021, closing a stake of 275 shares — an estimated $20K sold.

Ironwood Financial first reported a position in USMV in Q2 2020 and held it in 6 quarters. The position peaked at $28K in Q3 2020. 1,124 funds tracked by Wall St. Rank hold USMV as of Q4 2021.

Ironwood Financial reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 275 iShares MSCI USA Min Vol Factor ETF shares in Q4 2021, an estimated $20K.
Ironwood Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and held it in 6 quarters.
Ironwood Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $28K in Q3 2020.
1,124 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.