Lehman & Derafelo Financial Resources’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-34	Closed	-$2K	–	184
2022 Q3	$2K	Hold	34	–	–	﹤0.01%	196
2022 Q2	$2K	Buy	+34	New	+$2.49K	﹤0.01%	201
2021 Q4	–	Sell	-34	Closed	-$2K	–	179
2021 Q3	$2K	Hold	34	–	–	﹤0.01%	194
2021 Q2	$2K	Hold	34	–	–	﹤0.01%	218
2021 Q1	$2K	Buy	34 +1	+3%	+$68	﹤0.01%	221
2020 Q4	$2K	Hold	33	–	–	﹤0.01%	222
2020 Q3	$2K	Hold	33	–	–	﹤0.01%	266
2020 Q2	$2K	Buy	+33	New	+$1.96K	﹤0.01%	250
2019 Q3	–	Sell	-15	Closed	-$1K	–	204
2019 Q2	$1K	Sell	15 -4	-21%	-$240	﹤0.01%	185
2019 Q1	$1K	Hold	19	–	–	﹤0.01%	188
2018 Q4	$1K	Buy	+19	New	+$1.04K	﹤0.01%	177

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources's USMV Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2022, closing a stake of 34 shares — an estimated $2K sold.

Lehman & Derafelo Financial Resources first reported a position in USMV in Q4 2018 and held it in 11 quarters. The position peaked at $2K in Q3 2022. 1,155 funds tracked by Wall St. Rank hold USMV as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 34 iShares MSCI USA Min Vol Factor ETF shares in Q4 2022, an estimated $2K.
Lehman & Derafelo Financial Resources first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 11 quarters.
Lehman & Derafelo Financial Resources's iShares MSCI USA Min Vol Factor ETF position peaked at $2K in Q3 2022.
1,155 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.