Peoples Financial Services Corp’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Peoples Financial Services Corp’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 Q2	–	Sell	-490	Closed	-$38K	–	287
2022 Q1	$38K	Buy	+490	New	+$37.1K	0.02%	184
2020 Q3	–	Sell	-440	Closed	-$27K	–	299
2020 Q2	$27K	Hold	440	–	–	0.01%	174
2020 Q1	$24K	Hold	440	–	–	0.01%	179
2019 Q4	$29K	Hold	440	–	–	0.01%	179
2019 Q3	$28K	Hold	440	–	–	0.01%	181
2019 Q2	$27K	Hold	440	–	–	0.01%	182
2019 Q1	$26K	Hold	440	–	–	0.01%	179
2018 Q4	$23K	Hold	440	–	–	0.01%	178
2018 Q3	$25K	Hold	440	–	–	0.01%	185
2018 Q2	$23K	Hold	440	–	–	0.01%	180
2018 Q1	$23K	Hold	440	–	–	0.01%	181
2017 Q4	$23K	Buy	+440	New	+$22.8K	0.01%	182

Other funds holding USMV

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Peoples Financial Services Corp's USMV Position: Q2 2022 in Review

Peoples Financial Services Corp sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2022, closing a stake of 490 shares — an estimated $38K sold.

Peoples Financial Services Corp first reported a position in USMV in Q4 2017 and held it in 12 quarters. The position peaked at $38K in Q1 2022. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

Peoples Financial Services Corp reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
Peoples Financial Services Corp sold 490 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $38K.
Peoples Financial Services Corp first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and held it in 12 quarters.
Peoples Financial Services Corp's iShares MSCI USA Min Vol Factor ETF position peaked at $38K in Q1 2022.
1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on Peoples Financial Services Corp's 13F filing for Q2 2022, filed 7 Jul 2022.