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

M Financial 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
2023 Q1	–	Sell	-45	Closed	-$3K	–	19
2022 Q4	$3K	Hold	45	–	–	0.01%	16
2022 Q3	$3K	Hold	45	–	–	0.01%	16
2022 Q2	$3K	Hold	45	–	–	0.01%	17
2022 Q1	$3K	Hold	45	–	–	0.01%	16
2021 Q4	$4K	Buy	+45	New	+$3.48K	0.02%	17
2020 Q4	–	Sell	-110	Closed	-$7K	–	12
2020 Q3	$7K	Buy	110 +81	+279%	+$5.14K	0.07%	9
2020 Q2	$2K	Buy	+29	New	+$1.72K	0.02%	10

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

M Financial Asset Management's USMV Position: Q1 2023 in Review

M Financial Asset Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2023, closing a stake of 45 shares — an estimated $3K sold.

M Financial Asset Management first reported a position in USMV in Q2 2020 and held it in 7 quarters. The position peaked at $7K in Q3 2020. 1,127 funds tracked by Wall St. Rank hold USMV as of Q1 2023.

M Financial Asset Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
M Financial Asset Management sold 45 iShares MSCI USA Min Vol Factor ETF shares in Q1 2023, an estimated $3K.
M Financial Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and held it in 7 quarters.
M Financial Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $7K in Q3 2020.
1,127 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2023.

Based on M Financial Asset Management's 13F filing for Q1 2023, filed 16 May 2023.