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Johnson Financial Group LLC (Colorado)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Johnson Financial Group LLC (Colorado)’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
2023
Q2 		– Sell
-3,300
Closed -$240K – 41
2023
Q1 		$240K Buy
+3,300
New +$237K 0.04% 31

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Johnson Financial Group LLC (Colorado)'s USMV Position: Q2 2023 in Review

Johnson Financial Group LLC (Colorado) sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2023, closing a stake of 3,300 shares — an estimated $240K sold.

Johnson Financial Group LLC (Colorado) first reported a position in USMV in Q1 2023 and held it in 1 quarter. The position peaked at $240K in Q1 2023. 1,147 funds tracked by Wall St. Rank hold USMV as of Q2 2023.

  • Johnson Financial Group LLC (Colorado) reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Johnson Financial Group LLC (Colorado) sold 3,300 iShares MSCI USA Min Vol Factor ETF shares in Q2 2023, an estimated $240K.
  • Johnson Financial Group LLC (Colorado) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and held it in 1 quarter.
  • Johnson Financial Group LLC (Colorado)'s iShares MSCI USA Min Vol Factor ETF position peaked at $240K in Q1 2023.
  • 1,147 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2023.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2023, filed 31 Jul 2023.