LifePro Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

LifePro Asset Management’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 Q3	–	Sell	-3,481	Closed	-$244K	–	126
2022 Q2	$244K	Hold	3,481	–	–	0.13%	101
2022 Q1	$270K	Sell	3,481 -3	-0.1%	-$227	0.1%	109
2021 Q4	$282K	Sell	3,484 -2	-0.1%	-$155	0.08%	104
2021 Q3	$256K	Buy	3,486 +6	+0.2%	+$457	0.08%	86
2021 Q2	$256K	Buy	3,480 +20	+0.6%	+$1.45K	0.08%	77
2021 Q1	$239K	Buy	3,460 +30	+0.9%	+$2.03K	0.08%	77
2020 Q4	$233K	Buy	+3,430	New	+$226K	0.07%	86

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

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

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

FCBT

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

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

LifePro Asset Management's USMV Position: Q3 2022 in Review

LifePro Asset Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2022, closing a stake of 3,481 shares — an estimated $244K sold.

LifePro Asset Management first reported a position in USMV in Q4 2020 and held it in 7 quarters. The position peaked at $282K in Q4 2021. 1,062 funds tracked by Wall St. Rank hold USMV as of Q3 2022.

LifePro Asset Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
LifePro Asset Management sold 3,481 iShares MSCI USA Min Vol Factor ETF shares in Q3 2022, an estimated $244K.
LifePro Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 7 quarters.
LifePro Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $282K in Q4 2021.
1,062 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2022.

Based on LifePro Asset Management's 13F filing for Q3 2022, filed 4 Nov 2022.