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Naples Money Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Naples Money 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
2024
Q2 		– Sell
-491
Closed -$41K – 434
2024
Q1 		$41K Buy
+491
New +$39.6K 0.04% 94

Other funds holding USMV

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RJA
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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 $202B AUM 37.79% 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 $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Naples Money Management's USMV Position: Q2 2024 in Review

Naples Money Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2024, closing a stake of 491 shares — an estimated $41K sold.

Naples Money Management first reported a position in USMV in Q1 2024 and held it in 1 quarter. The position peaked at $41K in Q1 2024. 1,164 funds tracked by Wall St. Rank hold USMV as of Q2 2024.

  • Naples Money Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Naples Money Management sold 491 iShares MSCI USA Min Vol Factor ETF shares in Q2 2024, an estimated $41K.
  • Naples Money Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and held it in 1 quarter.
  • Naples Money Management's iShares MSCI USA Min Vol Factor ETF position peaked at $41K in Q1 2024.
  • 1,164 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2024.

Based on Naples Money Management's 13F filing for Q2 2024, filed 9 Jul 2024.