PFG
USMV icon

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

Piershale 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
2023
Q2 		$18.6K Hold
250
– – 0.01% 79
2023
Q1 		$18.2K Hold
250
– – 0.01% 75
2022
Q4 		$18K Buy
+250
New +$17.8K 0.01% 73

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Piershale Financial Group's USMV Position: Q2 2023 in Review

Piershale Financial Group held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2023 at 250 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #79.

Piershale Financial Group first reported a position in USMV in Q4 2022 and has held it in 3 quarters since. 1,148 funds tracked by Wall St. Rank hold USMV as of Q2 2023.

  • Piershale Financial Group held 250 shares of iShares MSCI USA Min Vol Factor ETF worth $18.6K as of Q2 2023.
  • Piershale Financial Group left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2023.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #79 holding.
  • Piershale Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 3 quarters since.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.