Lake Point Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
Other funds holding USMV
RJA
Lake Point Wealth Management's USMV Position: Q2 2022 in Review
Lake Point Wealth Management opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2022: 8 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #419 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in USMV as recently as Q3 2021.
Lake Point Wealth Management first reported a position in USMV in Q4 2018 and has held it in 5 quarters since. The position peaked at $3.23M in Q4 2018. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.
- Lake Point Wealth Management held 8 shares of iShares MSCI USA Min Vol Factor ETF worth $1K as of Q2 2022.
- iShares MSCI USA Min Vol Factor ETF was a new Lake Point Wealth Management position in Q2 2022.
- iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #419 holding.
- Lake Point Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 5 quarters since.
- Lake Point Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $3.23M in Q4 2018.
- 1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.
Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.