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Mountain Capital Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mountain Capital Investment 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
2024
Q2 		– Sell
-3,647
Closed -$300K – 52
2024
Q1 		$300K Sell
3,647
-66
-2% -$5.33K 0.08% 29
2023
Q4 		$291K Buy
3,713
+484
+15% +$36.1K 0.1% 50
2023
Q3 		$239K Sell
3,229
-139
-4% -$10.4K 0.09% 51
2023
Q2 		$256K Sell
3,368
-110,678
-97% -$8.09M 0.1% 62
2023
Q1 		$8.45M Buy
114,046
+95,205
+505% +$6.84M 3.73% 4
2022
Q4 		$1.38M Buy
18,841
+735
+4% +$52.3K 0.63% 48
2022
Q3 		$1.22M Buy
18,106
+5,964
+49% +$430K 0.64% 58
2022
Q2 		$869K Buy
12,142
+313
+3% +$22.9K 0.43% 60
2022
Q1 		$924K Sell
11,829
-1,614
-12% -$122K 0.44% 70
2021
Q4 		$1.06M Buy
+13,443
New +$1.04M 0.48% 77
2021
Q2 		– Sell
-8,334
Closed -$592K – 150
2021
Q1 		$592K Sell
8,334
-14,250
-63% -$963K 0.3% 111
2020
Q4 		$1.54M Buy
22,584
+872
+4% +$57.4K 0.93% 27
2020
Q3 		$1.44M Sell
21,712
-92,485
-81% -$5.87M 0.93% 32
2020
Q2 		$6.96M Sell
114,197
-6,335
-5% -$376K 3.19% 8
2020
Q1 		$7.13M Sell
120,532
-7,000
-5% -$444K 3.69% 9
2019
Q4 		$8.37M Buy
127,532
+90,234
+242% +$5.79M 3.72% 9
2019
Q3 		$2.39M Buy
37,298
+28,101
+306% +$1.78M 2.11% 10
2019
Q2 		$582K Buy
9,197
+2,836
+45% +$170K 0.55% 21
2019
Q1 		$374K Buy
+6,361
New +$356K 0.4% 24

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mountain Capital Investment Advisors's USMV Position: Q2 2024 in Review

Mountain Capital Investment Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2024, closing a stake of 3,647 shares — an estimated $300K sold.

Mountain Capital Investment Advisors first reported a position in USMV in Q1 2019 and held it in 19 quarters. The position peaked at $8.45M in Q1 2023. 1,163 funds tracked by Wall St. Rank hold USMV as of Q2 2024.

  • Mountain Capital Investment Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 3,647 iShares MSCI USA Min Vol Factor ETF shares in Q2 2024, an estimated $300K.
  • Mountain Capital Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and held it in 19 quarters.
  • Mountain Capital Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $8.45M in Q1 2023.
  • 1,163 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.