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Octavia Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Octavia Wealth 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
2023
Q4 		– Sell
-3,717
Closed -$270K – 235
2023
Q3 		$270K Buy
+3,717
New +$277K 0.05% 162

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Octavia Wealth Advisors's USMV Position: Q4 2023 in Review

Octavia Wealth Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2023, closing a stake of 3,717 shares — an estimated $270K sold.

Octavia Wealth Advisors first reported a position in USMV in Q3 2023 and held it in 1 quarter. The position peaked at $270K in Q3 2023. 1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

  • Octavia Wealth Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Octavia Wealth Advisors sold 3,717 iShares MSCI USA Min Vol Factor ETF shares in Q4 2023, an estimated $270K.
  • Octavia Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and held it in 1 quarter.
  • Octavia Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $270K in Q3 2023.
  • 1,224 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2023.

Based on Octavia Wealth Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.