Kistler-Tiffany Companies’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kistler-Tiffany Companies’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	$51.7K	Buy	695 +2	+0.3%	+$146	0.01%	486
2023 Q1	$50.4K	Buy	693 +4	+0.6%	+$287	0.01%	428
2022 Q4	$49.7K	Buy	689 +3	+0.4%	+$213	0.01%	418
2022 Q3	$45K	Buy	686 +3	+0.4%	+$216	0.01%	393
2022 Q2	$48K	Buy	683 +2	+0.3%	+$146	0.01%	383
2022 Q1	$53K	Buy	681 +3	+0.4%	+$227	0.01%	385
2021 Q4	$55K	Buy	678 +2	+0.3%	+$155	0.01%	363
2021 Q3	$50K	Sell	676 -142	-17%	-$10.8K	0.01%	371
2021 Q2	$60K	Buy	818 +114	+16%	+$8.24K	0.01%	338
2021 Q1	$49K	Buy	704 +2	+0.3%	+$135	0.01%	336
2020 Q4	$48K	Buy	702 +256	+57%	+$16.9K	0.01%	310
2020 Q3	$28K	Buy	446 +3	+0.7%	+$190	0.01%	354
2020 Q2	$27K	Buy	443 +4	+0.9%	+$237	0.01%	327
2020 Q1	$29K	Hold	439	–	–	0.01%	318
2019 Q4	$29K	Buy	439 +4	+0.9%	+$257	0.01%	325
2019 Q3	$28K	Buy	+435	New	+$27.6K	0.01%	323

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Kistler-Tiffany Companies's USMV Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.29% in Q2 2023, buying an estimated $146 and bringing the position to 695 shares worth $51.7K. The position accounts for 0.01% of the portfolio, ranked #486.

Kistler-Tiffany Companies first reported a position in USMV in Q3 2019 and has held it in 16 quarters since. The position peaked at $60K in Q2 2021. 1,147 funds tracked by Wall St. Rank hold USMV as of Q2 2023.

Kistler-Tiffany Companies held 695 shares of iShares MSCI USA Min Vol Factor ETF worth $51.7K as of Q2 2023.
Kistler-Tiffany Companies bought 2 iShares MSCI USA Min Vol Factor ETF shares in Q2 2023, an estimated $146.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #486 holding.
Kistler-Tiffany Companies first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and has held it in 16 quarters since.
Kistler-Tiffany Companies's iShares MSCI USA Min Vol Factor ETF position peaked at $60K in Q2 2021.
1,147 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.