Peterson Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Peterson Wealth 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 Q4	–	Sell	-3,067	Closed	-$203K	–	68
2022 Q3	$203K	Hold	3,067	–	–	0.07%	57
2022 Q2	$215K	Hold	3,067	–	–	0.07%	53
2022 Q1	$238K	Hold	3,067	–	–	0.07%	53
2021 Q4	$248K	Hold	3,067	–	–	0.07%	53
2021 Q3	$225K	Sell	3,067 -141	-4%	-$10.7K	0.07%	51
2021 Q2	$236K	Hold	3,208	–	–	0.08%	51
2021 Q1	$222K	Hold	3,208	–	–	0.09%	48
2020 Q4	$218K	Hold	3,208	–	–	0.1%	45
2020 Q3	$204K	Buy	+3,208	New	+$204K	0.1%	47
2020 Q1	–	Sell	-3,208	Closed	-$210K	–	57
2019 Q4	$210K	Hold	3,208	–	–	0.12%	43
2019 Q3	$206K	Buy	+3,208	New	+$203K	0.13%	41

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Peterson Wealth Advisors's USMV Position: Q4 2022 in Review

Peterson Wealth Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2022, closing a stake of 3,067 shares — an estimated $203K sold.

Peterson Wealth Advisors first reported a position in USMV in Q3 2019 and held it in 11 quarters. The position peaked at $248K in Q4 2021. 1,155 funds tracked by Wall St. Rank hold USMV as of Q4 2022.

Peterson Wealth Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Peterson Wealth Advisors sold 3,067 iShares MSCI USA Min Vol Factor ETF shares in Q4 2022, an estimated $203K.
Peterson Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 11 quarters.
Peterson Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $248K in Q4 2021.
1,155 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2022.

Based on Peterson Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.