Mayfair Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mayfair Advisory Group’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 Q4	–	Sell	-3,201	Closed	-$217K	–	125
2022 Q3	$217K	Hold	3,201	–	–	0.31%	97
2022 Q2	$236K	Hold	3,201	–	–	0.31%	92
2022 Q1	$250K	Hold	3,201	–	–	0.32%	85
2021 Q4	$253K	Buy	+3,201	New	+$248K	0.34%	77

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

FCBT

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

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

Mayfair Advisory Group's USMV Position: Q4 2022 in Review

Mayfair Advisory Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2022, closing a stake of 3,201 shares — an estimated $217K sold.

Mayfair Advisory Group first reported a position in USMV in Q4 2021 and held it in 4 quarters. The position peaked at $253K in Q4 2021. 1,155 funds tracked by Wall St. Rank hold USMV as of Q4 2022.

Mayfair Advisory Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Mayfair Advisory Group sold 3,201 iShares MSCI USA Min Vol Factor ETF shares in Q4 2022, an estimated $217K.
Mayfair Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 4 quarters.
Mayfair Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $253K in Q4 2021.
1,155 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2022.

Based on Mayfair Advisory Group's 13F filing for Q4 2022, filed 27 Jan 2023.