Meridian Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Meridian Wealth Partners’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
2021 Q3	–	Sell	-7,963	Closed	-$586K	–	81
2021 Q2	$586K	Sell	7,963 -15,948	-67%	-$1.15M	0.14%	41
2021 Q1	$1.65M	Sell	23,911 -123,537	-84%	-$8.35M	0.5%	21
2020 Q4	$10M	Buy	147,448 +2,305	+2%	+$152K	4.13%	9
2020 Q3	$9.25M	Buy	145,143 +5,645	+4%	+$358K	4.66%	8
2020 Q2	$8.46M	Buy	139,498 +15,319	+12%	+$909K	4.55%	8
2020 Q1	$6.71M	Buy	124,179 +9,027	+8%	+$573K	3.99%	7
2019 Q4	$7.55M	Buy	+115,152	New	+$7.4M	4.71%	8

Other funds holding USMV

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

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Meridian Wealth Partners's USMV Position: Q3 2021 in Review

Meridian Wealth Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2021, closing a stake of 7,963 shares — an estimated $586K sold.

Meridian Wealth Partners first reported a position in USMV in Q4 2019 and held it in 7 quarters. The position peaked at $10M in Q4 2020. 972 funds tracked by Wall St. Rank hold USMV as of Q3 2021.

Meridian Wealth Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
Meridian Wealth Partners sold 7,963 iShares MSCI USA Min Vol Factor ETF shares in Q3 2021, an estimated $586K.
Meridian Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 7 quarters.
Meridian Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $10M in Q4 2020.
972 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2021.

Based on Meridian Wealth Partners's 13F filing for Q3 2021, filed 12 Nov 2021.