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Mystic Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mystic Asset 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
2022
Q1 		– Sell
-168
Closed -$13K – 391
2021
Q4 		$13K Buy
+168
New +$13K 0.01% 342

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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Mystic Asset Management's USMV Position: Q1 2022 in Review

Mystic Asset Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2022, closing a stake of 168 shares — an estimated $13K sold.

Mystic Asset Management first reported a position in USMV in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

  • Mystic Asset Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Mystic Asset Management sold 168 iShares MSCI USA Min Vol Factor ETF shares in Q1 2022, an estimated $13K.
  • Mystic Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 1 quarter.
  • Mystic Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $13K in Q4 2021.
  • 1,121 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on Mystic Asset Management's 13F filing for Q1 2022, filed 11 May 2022.