Janiczek Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Janiczek Wealth 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 Q2	$6.8K	Buy	81 +38	+88%	+$3.13K	﹤0.01%	705
2024 Q1	$3.59K	Hold	43	–	–	﹤0.01%	796
2023 Q4	$3.36K	Hold	43	–	–	﹤0.01%	797
2023 Q3	$3.11K	Buy	+43	New	+$3.21K	﹤0.01%	777
2021 Q2	–	Sell	-516	Closed	-$36K	–	935
2021 Q1	$36K	Buy	+516	New	+$34.9K	0.01%	292

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Janiczek Wealth Management's USMV Position: Q2 2024 in Review

Janiczek Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 88% in Q2 2024, buying an estimated $3.13K and bringing the position to 81 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Janiczek Wealth Management first reported a position in USMV in Q1 2021 and has held it in 5 quarters since. The position peaked at $36K in Q1 2021. 1,163 funds tracked by Wall St. Rank hold USMV as of Q2 2024.

Janiczek Wealth Management held 81 shares of iShares MSCI USA Min Vol Factor ETF worth $6.8K as of Q2 2024.
Janiczek Wealth Management bought 38 iShares MSCI USA Min Vol Factor ETF shares in Q2 2024, an estimated $3.13K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #705 holding.
Janiczek Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2021 and has held it in 5 quarters since.
Janiczek Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $36K in Q1 2021.
1,163 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.