Karn Couzens & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Karn Couzens & Associates’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
2022 Q1	$4.81M	Sell	61,962 -1,551	-2%	-$117K	3.05%	8
2021 Q4	$5.14M	Buy	63,513 +585	+0.9%	+$45.3K	3.52%	7
2021 Q3	$4.63M	Sell	62,928 -634	-1%	-$48.3K	3.52%	7
2021 Q2	$4.68M	Sell	63,562 -5,791	-8%	-$418K	3.63%	7
2021 Q1	$4.8M	Sell	69,353 -3,429	-5%	-$232K	4.31%	6
2020 Q4	$4.94M	Buy	+72,782	New	+$4.79M	4.68%	6

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Karn Couzens & Associates's USMV Position: Q1 2022 in Review

Karn Couzens & Associates reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.4% in Q1 2022, selling an estimated $117K and leaving 61,962 shares worth $4.81M. The position accounts for 3.05% of the portfolio, ranked #8.

Karn Couzens & Associates first reported a position in USMV in Q4 2020 and has held it in 6 quarters since. The position peaked at $5.14M in Q4 2021. 1,121 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

Karn Couzens & Associates held 61,962 shares of iShares MSCI USA Min Vol Factor ETF worth $4.81M as of Q1 2022.
Karn Couzens & Associates sold 1,551 iShares MSCI USA Min Vol Factor ETF shares in Q1 2022, an estimated $117K.
iShares MSCI USA Min Vol Factor ETF made up 3.05% of Karn Couzens & Associates's portfolio in Q1 2022, its #8 holding.
Karn Couzens & Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 6 quarters since.
Karn Couzens & Associates's iShares MSCI USA Min Vol Factor ETF position peaked at $5.14M in Q4 2021.
1,121 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.