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Private Portfolio Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Private Portfolio Partners’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
Q4 		$311K Buy
3,507
+25
+0.7% +$2.29K 0.06% 232
2024
Q3 		$318K Buy
+3,482
New +$307K 0.06% 218
2024
Q2 		– Sell
-3,527
Closed -$295K – 249
2024
Q1 		$295K Hold
3,527
– – 0.06% 217
2023
Q4 		$275K Sell
3,527
-400
-10% -$29.8K 0.06% 216
2023
Q3 		$284K Hold
3,927
– – 0.07% 201
2023
Q2 		$292K Sell
3,927
-84
-2% -$6.14K 0.07% 199
2023
Q1 		$292K Sell
4,011
-1,243
-24% -$89.3K 0.08% 188
2022
Q4 		$379K Buy
5,254
+10
+0.2% +$712 0.1% 180
2022
Q3 		$347K Sell
5,244
-7,570
-59% -$546K 0.1% 174
2022
Q2 		$900K Sell
12,814
-364
-3% -$26.6K 0.25% 82
2022
Q1 		$1.02M Sell
13,178
-1,963
-13% -$149K 0.25% 85
2021
Q4 		$1.22M Buy
15,141
+5,760
+61% +$446K 0.31% 70
2021
Q3 		$690K Sell
9,381
-961
-9% -$73.2K 0.2% 105
2021
Q2 		$761K Sell
10,342
-3,007
-23% -$217K 0.22% 96
2021
Q1 		$924K Sell
13,349
-5,799
-30% -$392K 0.3% 72
2020
Q4 		$1.3M Buy
19,148
+460
+2% +$30.3K 0.46% 52
2020
Q3 		$1.19M Buy
18,688
+558
+3% +$35.4K 0.48% 48
2020
Q2 		$1.1M Sell
18,130
-2,648
-13% -$157K 0.51% 48
2020
Q1 		$1.12M Sell
20,778
-8,434
-29% -$535K 0.6% 45
2019
Q4 		$1.92M Buy
29,212
+2,225
+8% +$143K 0.83% 30
2019
Q3 		$1.73M Buy
26,987
+8,509
+46% +$539K 0.81% 30
2019
Q2 		$1.14M Sell
18,478
-109
-0.6% -$6.54K 0.49% 60
2019
Q1 		$1.09M Buy
18,587
+5,592
+43% +$313K 0.58% 52
2018
Q4 		$681K Buy
+12,995
New +$714K 0.42% 65

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Portfolio Partners's USMV Position: Q4 2024 in Review

Private Portfolio Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.72% in Q4 2024, buying an estimated $2.29K and bringing the position to 3,507 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #232.

Private Portfolio Partners first reported a position in USMV in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.92M in Q4 2019. 1,282 funds tracked by Wall St. Rank hold USMV as of Q4 2024.

  • Private Portfolio Partners held 3,507 shares of iShares MSCI USA Min Vol Factor ETF worth $311K as of Q4 2024.
  • Private Portfolio Partners bought 25 iShares MSCI USA Min Vol Factor ETF shares in Q4 2024, an estimated $2.29K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.06% of Private Portfolio Partners's portfolio in Q4 2024, its #232 holding.
  • Private Portfolio Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $1.92M in Q4 2019.
  • 1,282 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.