One Wealth Management Investment & Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

One Wealth Management Investment & Advisory Services’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	-8,711	Closed	-$728K	–	150
2024 Q1	$728K	Sell	8,711 -8,508	-49%	-$686K	0.3%	54
2023 Q4	$1.34M	Buy	+17,219	New	+$1.28M	0.6%	36

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's USMV Position: Q2 2024 in Review

One Wealth Management Investment & Advisory Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2024, closing a stake of 8,711 shares — an estimated $728K sold.

One Wealth Management Investment & Advisory Services first reported a position in USMV in Q4 2023 and held it in 2 quarters. The position peaked at $1.34M in Q4 2023. 1,164 funds tracked by Wall St. Rank hold USMV as of Q2 2024.

One Wealth Management Investment & Advisory Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
One Wealth Management Investment & Advisory Services sold 8,711 iShares MSCI USA Min Vol Factor ETF shares in Q2 2024, an estimated $728K.
One Wealth Management Investment & Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and held it in 2 quarters.
One Wealth Management Investment & Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $1.34M in Q4 2023.
1,164 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2024, filed 6 Aug 2024.