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Personal Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Personal Wealth Partners’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
-546,154
Closed -$42.4M – 62
2022
Q1 		$42.4M Sell
546,154
-14,458
-3% -$1.09M 18.48% 1
2021
Q4 		$45.4M Sell
560,612
-58,244
-9% -$4.51M 18.72% 1
2021
Q3 		$45.5M Sell
618,856
-45,168
-7% -$3.44M 19.17% 1
2021
Q2 		$48.9M Sell
664,024
-48,371
-7% -$3.49M 19.72% 1
2021
Q1 		$49.3M Sell
712,395
-113,413
-14% -$7.67M 22.24% 1
2020
Q4 		$56.1M Sell
825,808
-6,727
-0.8% -$443K 26.21% 1
2020
Q3 		$53.1M Sell
832,535
-1,162
-0.1% -$73.7K 27.82% 1
2020
Q2 		$50.5M Buy
833,697
+14,073
+2% +$835K 27.7% 1
2020
Q1 		$44.3M Buy
819,624
+11,361
+1% +$721K 26.61% 1
2019
Q4 		$53M Buy
808,263
+75,930
+10% +$4.88M 22.84% 1
2019
Q3 		$46.9M Sell
732,333
-167,199
-19% -$10.6M 21.67% 1
2019
Q2 		$57.8M Buy
899,532
+60,933
+7% +$3.66M 27.64% 1
2019
Q1 		$51.9M Buy
+838,599
New +$47M 27.56% 1

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 Wealth Partners's USMV Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2022, closing a stake of 546,154 shares — an estimated $42.4M sold.

Personal Wealth Partners first reported a position in USMV in Q1 2019 and held it in 13 quarters. The position peaked at $57.8M in Q2 2019. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

  • Personal Wealth Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Personal Wealth Partners sold 546,154 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $42.4M.
  • Personal Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and held it in 13 quarters.
  • Personal Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $57.8M in Q2 2019.
  • 1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.