MRCM
USMV icon

M&R Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

M&R Capital 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
2024
Q3 		$39.3K Hold
430
– – 0.01% 255
2024
Q2 		$36.1K Hold
430
– – 0.01% 248
2024
Q1 		$35.9K Hold
430
– – 0.01% 252
2023
Q4 		$33.6K Buy
+430
New +$32.1K 0.01% 280

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&R Capital Management's USMV Position: Q3 2024 in Review

M&R Capital Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2024 at 430 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #255.

M&R Capital Management first reported a position in USMV in Q4 2023 and has held it in 4 quarters since. 1,190 funds tracked by Wall St. Rank hold USMV as of Q3 2024.

  • M&R Capital Management held 430 shares of iShares MSCI USA Min Vol Factor ETF worth $39.3K as of Q3 2024.
  • M&R Capital Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2024.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of M&R Capital Management's portfolio in Q3 2024, its #255 holding.
  • M&R Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,190 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.