Macroview Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Macroview Investment 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 Q4	–	Sell	-1,092	Closed	-$99.8K	–	516
2024 Q3	$99.8K	Buy	1,092 +4	+0.4%	+$353	0.1%	103
2024 Q2	$91.3K	Buy	1,088 +4	+0.4%	+$330	0.1%	106
2024 Q1	$90.6K	Buy	1,084 +5	+0.5%	+$403	0.1%	111
2023 Q4	$84.2K	Sell	1,079 -145	-12%	-$10.8K	0.1%	116
2023 Q3	$88.6K	Buy	+1,224	New	+$91.3K	0.12%	96
2022 Q2	–	Sell	-9	Closed	-$1K	–	531
2022 Q1	$1K	Buy	+9	New	+$681	﹤0.01%	413

Other funds holding USMV

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

Macroview Investment Management's USMV Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2024, closing a stake of 1,092 shares — an estimated $99.8K sold.

Macroview Investment Management first reported a position in USMV in Q1 2022 and held it in 6 quarters. The position peaked at $99.8K in Q3 2024. 1,282 funds tracked by Wall St. Rank hold USMV as of Q4 2024.

Macroview Investment Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 1,092 iShares MSCI USA Min Vol Factor ETF shares in Q4 2024, an estimated $99.8K.
Macroview Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and held it in 6 quarters.
Macroview Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $99.8K in Q3 2024.
1,282 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.