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

LBMC 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
2022 Q2	–	Sell	-25,682	Closed	-$1.99M	–	166
2022 Q1	$1.99M	Hold	25,682	–	–	0.18%	40
2021 Q4	$2.08M	Sell	25,682 -99,821	-80%	-$7.73M	0.18%	41
2021 Q3	$1.89K	Buy	125,503 +99,821	+389%	+$7.6M	0.18%	42
2021 Q2	$1.89M	Hold	25,682	–	–	0.18%	44
2021 Q1	$1.78M	Hold	25,682	–	–	0.19%	43
2020 Q4	$1.74M	Hold	25,682	–	–	0.21%	40
2020 Q3	$1.64M	Buy	+25,682	New	+$1.63M	0.23%	39

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

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

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

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

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

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

LBMC Investment Advisors's USMV Position: Q2 2022 in Review

LBMC Investment Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2022, closing a stake of 25,682 shares — an estimated $1.99M sold.

LBMC Investment Advisors first reported a position in USMV in Q3 2020 and held it in 7 quarters. The position peaked at $2.08M in Q4 2021. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

LBMC Investment Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
LBMC Investment Advisors sold 25,682 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $1.99M.
LBMC Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and held it in 7 quarters.
LBMC Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $2.08M in Q4 2021.
1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on LBMC Investment Advisors's 13F filing for Q2 2022, filed 7 Jul 2022.