Minot Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Minot Wealth 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
2022 Q2	$2.88M	Sell	40,983 -401	-1%	-$29.4K	0.74%	42
2022 Q1	$3.21M	Sell	41,384 -2,650	-6%	-$201K	0.69%	41
2021 Q4	$3.56M	Buy	44,034 +2,062	+5%	+$160K	0.69%	45
2021 Q3	$3.08M	Buy	41,972 +2,207	+6%	+$168K	0.67%	45
2021 Q2	$2.98M	Sell	39,765 -6,980	-15%	-$504K	0.65%	45
2021 Q1	$3.23M	Sell	46,745 -5,945	-11%	-$402K	0.83%	42
2020 Q4	$3.58M	Sell	52,690 -715	-1%	-$47.1K	1.07%	34
2020 Q3	$3.4M	Buy	53,405 +1,038	+2%	+$65.9K	1.28%	26
2020 Q2	$3.17M	Buy	52,367 +3,847	+8%	+$228K	1.59%	21
2020 Q1	$2.62M	Buy	48,520 +16,795	+53%	+$1.07M	1.88%	14
2019 Q4	$2.15M	Buy	+31,725	New	+$2.04M	0.98%	33

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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Minot Wealth Management's USMV Position: Q2 2022 in Review

Minot Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.97% in Q2 2022, selling an estimated $29.4K and leaving 40,983 shares worth $2.88M. The position accounts for 0.74% of the portfolio, ranked #42.

Minot Wealth Management first reported a position in USMV in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.58M in Q4 2020. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

Minot Wealth Management held 40,983 shares of iShares MSCI USA Min Vol Factor ETF worth $2.88M as of Q2 2022.
Minot Wealth Management sold 401 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $29.4K.
iShares MSCI USA Min Vol Factor ETF made up 0.74% of Minot Wealth Management's portfolio in Q2 2022, its #42 holding.
Minot Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $3.58M in Q4 2020.
1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.