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Petra Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Petra Financial 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
2023
Q4 		– Sell
-2,899
Closed -$210K – 126
2023
Q3 		$210K Buy
+2,899
New +$216K 0.18% 116
2023
Q2 		– Sell
-3,199
Closed -$233K – 125
2023
Q1 		$233K Sell
3,199
-27
-0.8% -$1.94K 0.23% 72
2022
Q4 		$233K Buy
+3,226
New +$230K 0.26% 84

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Petra Financial Advisors's USMV Position: Q4 2023 in Review

Petra Financial Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2023, closing a stake of 2,899 shares — an estimated $210K sold.

Petra Financial Advisors first reported a position in USMV in Q4 2022 and held it in 3 quarters. The position peaked at $233K in Q1 2023. 1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

  • Petra Financial Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Petra Financial Advisors sold 2,899 iShares MSCI USA Min Vol Factor ETF shares in Q4 2023, an estimated $210K.
  • Petra Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 3 quarters.
  • Petra Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $233K in Q1 2023.
  • 1,224 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2023.

Based on Petra Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.