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Leo Brokerage’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Leo Brokerage’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
Q2 		– Sell
-7,129
Closed -$519K – 316
2023
Q1 		$519K Buy
+7,129
New +$512K 0.08% 172
2020
Q4 		– Sell
-3,589
Closed -$218K – 185
2020
Q3 		$218K Buy
+3,589
New +$228K 0.09% 113

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Leo Brokerage's USMV Position: Q2 2023 in Review

Leo Brokerage sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2023, closing a stake of 7,129 shares — an estimated $519K sold.

Leo Brokerage first reported a position in USMV in Q3 2020 and held it in 2 quarters. The position peaked at $519K in Q1 2023. 1,149 funds tracked by Wall St. Rank hold USMV as of Q2 2023.

  • Leo Brokerage reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Leo Brokerage sold 7,129 iShares MSCI USA Min Vol Factor ETF shares in Q2 2023, an estimated $519K.
  • Leo Brokerage first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and held it in 2 quarters.
  • Leo Brokerage's iShares MSCI USA Min Vol Factor ETF position peaked at $519K in Q1 2023.
  • 1,149 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.