Kolinsky Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kolinsky Wealth Management’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 Q3	–	Sell	-3,709	Closed	-$273K	–	143
2023 Q2	$273K	Buy	3,709 +3	+0.1%	+$219	0.26%	96
2023 Q1	$270K	Buy	3,706 +3	+0.1%	+$216	0.29%	90
2022 Q4	$267K	Buy	3,703 +7	+0.2%	+$498	0.3%	86
2022 Q3	$244K	Sell	3,696 -1,600	-30%	-$115K	0.31%	91
2022 Q2	$372K	Buy	+5,296	New	+$388K	0.44%	49

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kolinsky Wealth Management's USMV Position: Q3 2023 in Review

Kolinsky Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2023, closing a stake of 3,709 shares — an estimated $273K sold.

Kolinsky Wealth Management first reported a position in USMV in Q2 2022 and held it in 5 quarters. The position peaked at $372K in Q2 2022. 1,146 funds tracked by Wall St. Rank hold USMV as of Q3 2023.

Kolinsky Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
Kolinsky Wealth Management sold 3,709 iShares MSCI USA Min Vol Factor ETF shares in Q3 2023, an estimated $273K.
Kolinsky Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2022 and held it in 5 quarters.
Kolinsky Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $372K in Q2 2022.
1,146 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2023.

Based on Kolinsky Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.