Moss Adams Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Moss Adams Wealth Advisors’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	–	Hold	0	–	–	–	164
2023 Q2	–	Sell	-13	Closed	-$946	–	181
2023 Q1	$946	Sell	13 -6	-32%	-$431	﹤0.01%	169
2022 Q4	$1.37K	Buy	+19	New	+$1.35K	﹤0.01%	166

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Moss Adams Wealth Advisors's USMV Position: Q3 2023 in Review

Moss Adams Wealth Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2023 at 0 shares worth $251. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Moss Adams Wealth Advisors first reported a position in USMV in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.37K in Q4 2022. 1,145 funds tracked by Wall St. Rank hold USMV as of Q3 2023.

Moss Adams Wealth Advisors held 0 shares of iShares MSCI USA Min Vol Factor ETF worth $251 as of Q3 2023.
Moss Adams Wealth Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2023.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Moss Adams Wealth Advisors's portfolio in Q3 2023, its #164 holding.
Moss Adams Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 2 quarters since.
Moss Adams Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.37K in Q4 2022.
1,145 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q3 2023, filed 20 Dec 2023.