Peterson Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Peterson Financial Group’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
2024 Q3	$15.1K	Buy	+166	New	+$14.6K	0.06%	169
2023 Q1	–	Sell	-2,858	Closed	-$206K	–	71
2022 Q4	$206K	Buy	+2,858	New	+$203K	0.27%	74
2022 Q2	–	Sell	-3,544	Closed	-$275K	–	76
2022 Q1	$275K	Sell	3,544 -217	-6%	-$16.4K	0.23%	68
2021 Q4	$304K	Buy	+3,761	New	+$291K	0.25%	70

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Peterson Financial Group's USMV Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2024: 166 shares worth $15.1K. The stake represents 0.06% of the portfolio and ranks #169 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in USMV as recently as Q4 2022.

Peterson Financial Group first reported a position in USMV in Q4 2021 and has held it in 4 quarters since. The position peaked at $304K in Q4 2021. 1,187 funds tracked by Wall St. Rank hold USMV as of Q3 2024.

Peterson Financial Group held 166 shares of iShares MSCI USA Min Vol Factor ETF worth $15.1K as of Q3 2024.
iShares MSCI USA Min Vol Factor ETF was a new Peterson Financial Group position in Q3 2024.
iShares MSCI USA Min Vol Factor ETF made up 0.06% of Peterson Financial Group's portfolio in Q3 2024, its #169 holding.
Peterson Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 4 quarters since.
Peterson Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $304K in Q4 2021.
1,187 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.