NSIM
USMV icon

North Star Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

North Star Investment 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
Q4 		– Sell
-124
Closed -$8K – 1344
2022
Q3 		$8K Buy
+124
New +$8.94K ﹤0.01% 853

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

North Star Investment Management's USMV Position: Q4 2022 in Review

North Star Investment Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2022, closing a stake of 124 shares — an estimated $8K sold.

North Star Investment Management first reported a position in USMV in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 1,155 funds tracked by Wall St. Rank hold USMV as of Q4 2022.

  • North Star Investment Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
  • North Star Investment Management sold 124 iShares MSCI USA Min Vol Factor ETF shares in Q4 2022, an estimated $8K.
  • North Star Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2022 and held it in 1 quarter.
  • North Star Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $8K in Q3 2022.
  • 1,155 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2022.

Based on North Star Investment Management's 13F filing for Q4 2022, filed 11 Jan 2023.