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KLR Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

KLR Investment Advisors’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
Q4 		– Sell
-16,339
Closed -$1.19M – 202
2023
Q3 		$1.19M Sell
16,339
-38
-0.2% -$2.83K 1.08% 21
2023
Q2 		$1.22M Buy
16,377
+3
+0% +$219 1% 21
2023
Q1 		$1.19M Buy
+16,374
New +$1.18M 1.05% 21

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KLR Investment Advisors's USMV Position: Q4 2023 in Review

KLR Investment Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2023, closing a stake of 16,339 shares — an estimated $1.19M sold.

KLR Investment Advisors first reported a position in USMV in Q1 2023 and held it in 3 quarters. The position peaked at $1.22M in Q2 2023. 1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

  • KLR Investment Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • KLR Investment Advisors sold 16,339 iShares MSCI USA Min Vol Factor ETF shares in Q4 2023, an estimated $1.19M.
  • KLR Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and held it in 3 quarters.
  • KLR Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.22M in Q2 2023.
  • 1,224 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2023.

Based on KLR Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.