Mirsky Financial Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mirsky Financial 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
2021 Q4	$409K	Sell	5,056 -57	-1%	-$4.41K	0.17%	37
2021 Q3	$376K	Sell	5,113 -611	-11%	-$46.5K	0.17%	34
2021 Q2	$421K	Sell	5,724 -59,773	-91%	-$4.32M	0.19%	36
2021 Q1	$4.53M	Buy	65,497 +593	+0.9%	+$40.1K	2.1%	22
2020 Q4	$4.41M	Sell	64,904 -128	-0.2%	-$8.43K	2.27%	19
2020 Q3	$4.14M	Buy	65,032 +2,260	+4%	+$143K	2.34%	18
2020 Q2	$3.81M	Buy	62,772 +57,845	+1,174%	+$3.43M	2.29%	21
2020 Q1	$266K	Buy	+4,927	New	+$313K	0.19%	31

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

RJFSA

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

Mirsky Financial Management's USMV Position: Q4 2021 in Review

Mirsky Financial Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.1% in Q4 2021, selling an estimated $4.41K and leaving 5,056 shares worth $409K. The position accounts for 0.17% of the portfolio, ranked #37.

Mirsky Financial Management first reported a position in USMV in Q1 2020 and has held it in 8 quarters since. The position peaked at $4.53M in Q1 2021. 1,124 funds tracked by Wall St. Rank hold USMV as of Q4 2021.

Mirsky Financial Management held 5,056 shares of iShares MSCI USA Min Vol Factor ETF worth $409K as of Q4 2021.
Mirsky Financial Management sold 57 iShares MSCI USA Min Vol Factor ETF shares in Q4 2021, an estimated $4.41K.
iShares MSCI USA Min Vol Factor ETF made up 0.17% of Mirsky Financial Management's portfolio in Q4 2021, its #37 holding.
Mirsky Financial Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and has held it in 8 quarters since.
Mirsky Financial Management's iShares MSCI USA Min Vol Factor ETF position peaked at $4.53M in Q1 2021.
1,124 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.