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

PCG 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
2022
Q4 		– Sell
-3,174
Closed -$211K – 150
2022
Q3 		$211K Buy
+3,174
New +$229K 0.08% 127

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

PCG Wealth Advisors's USMV Position: Q4 2022 in Review

PCG Wealth Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2022, closing a stake of 3,174 shares — an estimated $211K sold.

PCG Wealth Advisors first reported a position in USMV in Q3 2022 and held it in 1 quarter. The position peaked at $211K in Q3 2022. 1,155 funds tracked by Wall St. Rank hold USMV as of Q4 2022.

  • PCG Wealth Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
  • PCG Wealth Advisors sold 3,174 iShares MSCI USA Min Vol Factor ETF shares in Q4 2022, an estimated $211K.
  • PCG Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2022 and held it in 1 quarter.
  • PCG Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $211K 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 PCG Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.