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Panoramic Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Panoramic Investment 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
2024
Q1 		$557K Sell
6,670
-106
-2% -$8.55K 0.41% 54
2023
Q4 		$529K Sell
6,776
-2,506
-27% -$187K 0.46% 54
2023
Q3 		$672K Buy
+9,282
New +$692K 0.62% 44

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Panoramic Investment Advisors's USMV Position: Q1 2024 in Review

Panoramic Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.6% in Q1 2024, selling an estimated $8.55K and leaving 6,670 shares worth $557K. The position accounts for 0.41% of the portfolio, ranked #54.

Panoramic Investment Advisors first reported a position in USMV in Q3 2023 and has held it in 3 quarters since. The position peaked at $672K in Q3 2023. 1,169 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

  • Panoramic Investment Advisors held 6,670 shares of iShares MSCI USA Min Vol Factor ETF worth $557K as of Q1 2024.
  • Panoramic Investment Advisors sold 106 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $8.55K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.41% of Panoramic Investment Advisors's portfolio in Q1 2024, its #54 holding.
  • Panoramic Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and has held it in 3 quarters since.
  • Panoramic Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $672K in Q3 2023.
  • 1,169 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on Panoramic Investment Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.