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

Personal 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
Q2 		– Sell
-2,770
Closed -$215K – 495
2022
Q1 		$215K Buy
2,770
+176
+7% +$13.3K ﹤0.01% 469
2021
Q4 		$210K Buy
+2,594
New +$201K ﹤0.01% 520
2021
Q3 		– Sell
-2,909
Closed -$214K – 514
2021
Q2 		$214K Buy
+2,909
New +$210K ﹤0.01% 463
2021
Q1 		– Sell
-6,482
Closed -$440K – 495
2020
Q4 		$440K Buy
6,482
+3,319
+105% +$218K ﹤0.01% 319
2020
Q3 		$202K Buy
+3,163
New +$201K ﹤0.01% 401

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Personal Capital Advisors's USMV Position: Q2 2022 in Review

Personal Capital Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2022, closing a stake of 2,770 shares — an estimated $215K sold.

Personal Capital Advisors first reported a position in USMV in Q3 2020 and held it in 5 quarters. The position peaked at $440K in Q4 2020. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

  • Personal Capital Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 2,770 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $215K.
  • Personal Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and held it in 5 quarters.
  • Personal Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $440K in Q4 2020.
  • 1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on Personal Capital Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.