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

JSF 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
2024 Q3	–	Sell	-3,317	Closed	-$278K	–	124
2024 Q2	$278K	Sell	3,317 -72	-2%	-$5.93K	0.09%	95
2024 Q1	$283K	Sell	3,389 -52	-2%	-$4.2K	0.09%	94
2023 Q4	$269K	Hold	3,441	–	–	0.09%	90
2023 Q3	$249K	Hold	3,441	–	–	0.1%	89
2023 Q2	$256K	Buy	+3,441	New	+$251K	0.09%	91

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JSF Financial's USMV Position: Q3 2024 in Review

JSF Financial sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2024, closing a stake of 3,317 shares — an estimated $278K sold.

JSF Financial first reported a position in USMV in Q2 2023 and held it in 5 quarters. The position peaked at $283K in Q1 2024. 1,187 funds tracked by Wall St. Rank hold USMV as of Q3 2024.

JSF Financial reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
JSF Financial sold 3,317 iShares MSCI USA Min Vol Factor ETF shares in Q3 2024, an estimated $278K.
JSF Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and held it in 5 quarters.
JSF Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $283K in Q1 2024.
1,187 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2024.

Based on JSF Financial's 13F filing for Q3 2024, filed 12 Nov 2024.