Pinnacle Private Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
Other funds holding USMV
RJA
Pinnacle Private Wealth's USMV Position: Q2 2022 in Review
Pinnacle Private Wealth increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 9% in Q2 2022, buying an estimated $321K and bringing the position to 53,418 shares worth $3.75M. The position accounts for 1.47% of the portfolio, ranked #6.
Pinnacle Private Wealth first reported a position in USMV in Q4 2021 and has held it in 3 quarters since. The position peaked at $4.13M in Q4 2021. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.
- Pinnacle Private Wealth held 53,418 shares of iShares MSCI USA Min Vol Factor ETF worth $3.75M as of Q2 2022.
- Pinnacle Private Wealth bought 4,389 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $321K.
- iShares MSCI USA Min Vol Factor ETF made up 1.47% of Pinnacle Private Wealth's portfolio in Q2 2022, its #6 holding.
- Pinnacle Private Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 3 quarters since.
- Pinnacle Private Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $4.13M in Q4 2021.
- 1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.
Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.