Mine & Arao Wealth Creation & Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mine & Arao Wealth Creation & 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 Q2	–	Sell	-1,204	Closed	-$101K	–	341
2024 Q1	$101K	Hold	1,204	–	–	0.05%	105
2023 Q4	$93.9K	Hold	1,204	–	–	0.05%	109
2023 Q3	$87.1K	Hold	1,204	–	–	0.05%	107
2023 Q2	$89.5K	Hold	1,204	–	–	0.05%	110
2023 Q1	$87.6K	Hold	1,204	–	–	0.06%	111
2022 Q4	$86.8K	Hold	1,204	–	–	0.06%	105
2022 Q3	$80K	Hold	1,204	–	–	0.06%	110
2022 Q2	$85K	Buy	1,204 +4	+0.3%	+$293	0.06%	112
2022 Q1	$93K	Hold	1,200	–	–	0.05%	115
2021 Q4	$97K	Hold	1,200	–	–	0.05%	113
2021 Q3	$88K	Hold	1,200	–	–	0.05%	109
2021 Q2	$88K	Hold	1,200	–	–	0.05%	112
2021 Q1	$83K	Sell	1,200 -97	-7%	-$6.56K	0.06%	110
2020 Q4	$88K	Hold	1,297	–	–	0.06%	101
2020 Q3	$83K	Hold	1,297	–	–	0.07%	100
2020 Q2	$79K	Hold	1,297	–	–	0.07%	94
2020 Q1	$70K	Hold	1,297	–	–	0.08%	90
2019 Q4	$85K	Buy	+1,297	New	+$83.3K	0.08%	94

Other funds holding USMV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's USMV Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2024, closing a stake of 1,204 shares — an estimated $101K sold.

Mine & Arao Wealth Creation & Management first reported a position in USMV in Q4 2019 and held it in 18 quarters. The position peaked at $101K in Q1 2024. 1,167 funds tracked by Wall St. Rank hold USMV as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 1,204 iShares MSCI USA Min Vol Factor ETF shares in Q2 2024, an estimated $101K.
Mine & Arao Wealth Creation & Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's iShares MSCI USA Min Vol Factor ETF position peaked at $101K in Q1 2024.
1,167 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.