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Milestone Advisory Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Milestone Advisory 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
2023
Q3 		$2.64M Buy
36,469
+1,137
+3% +$84.8K 2.2% 16
2023
Q2 		$2.63M Sell
35,332
-5,502
-13% -$402K 2.38% 14
2023
Q1 		$2.97M Sell
40,834
-901
-2% -$64.8K 2.74% 13
2022
Q4 		$3.01M Sell
41,735
-1,610
-4% -$115K 2.24% 14
2022
Q3 		$2.87M Buy
43,345
+163
+0.4% +$11.8K 2.15% 13
2022
Q2 		$3.07M Sell
43,182
-28,765
-40% -$2.11M 2.49% 12
2022
Q1 		$5.58M Sell
71,947
-2,047
-3% -$155K 3.01% 10
2021
Q4 		$5.99M Sell
73,994
-2,223
-3% -$172K 3.02% 9
2021
Q3 		$5.6M Sell
76,217
-1,104
-1% -$84.1K 3.29% 8
2021
Q2 		$5.69M Sell
77,321
-995
-1% -$71.9K 3% 9
2021
Q1 		$5.42M Sell
78,316
-2,825
-3% -$191K 2.9% 11
2020
Q4 		$5.51M Sell
81,141
-74,284
-48% -$4.89M 3.14% 11
2020
Q3 		$9.9M Buy
155,425
+9,056
+6% +$575K 6.16% 6
2020
Q2 		$8.87M Buy
146,369
+92,790
+173% +$5.51M 5.22% 7
2020
Q1 		$2.89M Buy
53,579
+1,581
+3% +$100K 2.01% 11
2019
Q4 		$3.41M Sell
51,998
-788
-1% -$50.6K 1.79% 17
2019
Q3 		$3.38M Buy
52,786
+5,994
+13% +$380K 1.91% 17
2019
Q2 		$2.89M Buy
46,792
+6,163
+15% +$370K 1.76% 17
2019
Q1 		$2.39M Buy
+40,629
New +$2.28M 1.54% 19

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Milestone Advisory Partners's USMV Position: Q3 2023 in Review

Milestone Advisory Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.2% in Q3 2023, buying an estimated $84.8K and bringing the position to 36,469 shares worth $2.64M. The position accounts for 2.2% of the portfolio, ranked #16.

Milestone Advisory Partners first reported a position in USMV in Q1 2019 and has held it in 19 quarters since. The position peaked at $9.9M in Q3 2020. 1,145 funds tracked by Wall St. Rank hold USMV as of Q3 2023.

  • Milestone Advisory Partners held 36,469 shares of iShares MSCI USA Min Vol Factor ETF worth $2.64M as of Q3 2023.
  • Milestone Advisory Partners bought 1,137 iShares MSCI USA Min Vol Factor ETF shares in Q3 2023, an estimated $84.8K.
  • iShares MSCI USA Min Vol Factor ETF made up 2.2% of Milestone Advisory Partners's portfolio in Q3 2023, its #16 holding.
  • Milestone Advisory Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and has held it in 19 quarters since.
  • Milestone Advisory Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $9.9M in Q3 2020.
  • 1,145 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.