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My Personal CFO LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

My Personal CFO LLC’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
Q1 		– Sell
-132
Closed -$9.52K – 785
2022
Q4 		$9.52K Buy
+132
New +$9.39K 0.01% 272

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

My Personal CFO LLC's USMV Position: Q1 2023 in Review

My Personal CFO LLC sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2023, closing a stake of 132 shares — an estimated $9.52K sold.

My Personal CFO LLC first reported a position in USMV in Q4 2022 and held it in 1 quarter. The position peaked at $9.52K in Q4 2022. 1,127 funds tracked by Wall St. Rank hold USMV as of Q1 2023.

  • My Personal CFO LLC reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 132 iShares MSCI USA Min Vol Factor ETF shares in Q1 2023, an estimated $9.52K.
  • My Personal CFO LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $9.52K in Q4 2022.
  • 1,127 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.