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Oxler Private Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Oxler Private Wealth’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
-160
Closed -$15.4K – 316
2022
Q3 		$15.4K Buy
+160
New +$11.5K 0.01% 322

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

Oxler Private Wealth's USMV Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2022, closing a stake of 160 shares — an estimated $15.4K sold.

Oxler Private Wealth first reported a position in USMV in Q3 2022 and held it in 1 quarter. The position peaked at $15.4K in Q3 2022. 1,155 funds tracked by Wall St. Rank hold USMV as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 160 iShares MSCI USA Min Vol Factor ETF shares in Q4 2022, an estimated $15.4K.
  • Oxler Private Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $15.4K 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 Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.