Legacy Financial Group (Iowa)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Legacy Financial Group (Iowa)’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	-33,907	Closed	-$2.45M	–	486
2023 Q3	$2.45M	Sell	33,907 -6,630	-16%	-$494K	0.58%	31
2023 Q2	$3.01M	Buy	40,537 +13,822	+52%	+$1.01M	0.78%	28
2023 Q1	$1.94M	Buy	26,715 +11,635	+77%	+$836K	0.53%	30
2022 Q4	$1.09M	Buy	+15,080	New	+$1.07M	0.33%	31

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 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

RJA

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Financial Group (Iowa)'s USMV Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2023, closing a stake of 33,907 shares — an estimated $2.45M sold.

Legacy Financial Group (Iowa) first reported a position in USMV in Q4 2022 and held it in 4 quarters. The position peaked at $3.01M in Q2 2023. 1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 33,907 iShares MSCI USA Min Vol Factor ETF shares in Q4 2023, an estimated $2.45M.
Legacy Financial Group (Iowa) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 4 quarters.
Legacy Financial Group (Iowa)'s iShares MSCI USA Min Vol Factor ETF position peaked at $3.01M 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 Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.