Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2024 Q2	–	Sell	-114	Closed	-$9.22K	–	582
2024 Q1	$9.22K	Buy	+114	New	+$9.2K	﹤0.01%	498
2021 Q1	–	Sell	-1,030	Closed	-$70K	–	683
2020 Q4	$70K	Buy	+1,030	New	+$67.8K	﹤0.01%	393
2014 Q3	–	Sell	-1,500	Closed	-$56K	–	617
2014 Q2	$56K	Buy	+1,500	New	+$54.9K	﹤0.01%	426

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's USMV Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2024, closing a stake of 114 shares — an estimated $9.22K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in USMV in Q2 2014 and held it in 3 quarters. The position peaked at $70K in Q4 2020. 1,164 funds tracked by Wall St. Rank hold USMV as of Q2 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 114 iShares MSCI USA Min Vol Factor ETF shares in Q2 2024, an estimated $9.22K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2014 and held it in 3 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $70K in Q4 2020.
1,164 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.