Permit Capital Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Permit Capital 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 Q1	$12K	Buy	+159	New	+$12K	﹤0.01%	107

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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Permit Capital Advisors's USMV Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2022: 159 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #107 among its holdings.

1,120 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

Permit Capital Advisors held 159 shares of iShares MSCI USA Min Vol Factor ETF worth $12K as of Q1 2022.
iShares MSCI USA Min Vol Factor ETF was a new Permit Capital Advisors position in Q1 2022.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Permit Capital Advisors's portfolio in Q1 2022, its #107 holding.
1,120 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.