Monumental Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Monumental Financial Group’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	–	Sell	-11,535	Closed	-$857K	–	46
2023 Q2	$857K	Buy	11,535 +2,367	+26%	+$173K	0.58%	39
2023 Q1	$667K	Buy	9,168 +2,285	+33%	+$164K	0.48%	44
2022 Q4	$496K	Sell	6,883 -2,234	-25%	-$159K	0.4%	45
2022 Q3	$603K	Buy	9,117 +5,107	+127%	+$368K	0.57%	18
2022 Q2	$282K	Buy	+4,010	New	+$294K	0.26%	36
2021 Q3	–	Sell	-500	Closed	-$37K	–	86
2021 Q2	$37K	Sell	500 -8,293	-94%	-$599K	0.03%	50
2021 Q1	$608K	Buy	+8,793	New	+$594K	0.58%	35

Other funds holding USMV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

Monumental Financial Group's USMV Position: Q3 2023 in Review

Monumental Financial Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2023, closing a stake of 11,535 shares — an estimated $857K sold.

Monumental Financial Group first reported a position in USMV in Q1 2021 and held it in 7 quarters. The position peaked at $857K in Q2 2023. 1,146 funds tracked by Wall St. Rank hold USMV as of Q3 2023.

Monumental Financial Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
Monumental Financial Group sold 11,535 iShares MSCI USA Min Vol Factor ETF shares in Q3 2023, an estimated $857K.
Monumental Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2021 and held it in 7 quarters.
Monumental Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $857K in Q2 2023.
1,146 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2023.

Based on Monumental Financial Group's 13F filing for Q3 2023, filed 13 Oct 2023.