Ranch Capital Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-264	Closed	-$19K	–	557
2021 Q3	$19K	Hold	264	–	–	0.01%	385
2021 Q2	$19K	Hold	264	–	–	0.01%	503
2021 Q1	$18K	Hold	264	–	–	0.01%	500
2020 Q4	$17K	Hold	264	–	–	0.01%	507
2020 Q3	$16K	Hold	264	–	–	0.01%	511
2020 Q2	$16K	Sell	264 -6,778	-96%	-$402K	0.01%	525
2020 Q1	$380K	Buy	7,042 +1,512	+27%	+$95.9K	0.38%	76
2019 Q4	$363K	Buy	5,530 +1	+0%	+$64	0.29%	97
2019 Q3	$354K	Buy	+5,529	New	+$350K	0.38%	91

Other funds holding USMV

RJA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ranch Capital Advisors's USMV Position: Q4 2021 in Review

Ranch Capital Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2021, closing a stake of 264 shares — an estimated $19K sold.

Ranch Capital Advisors first reported a position in USMV in Q3 2019 and held it in 9 quarters. The position peaked at $380K in Q1 2020. 1,124 funds tracked by Wall St. Rank hold USMV as of Q4 2021.

Ranch Capital Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 264 iShares MSCI USA Min Vol Factor ETF shares in Q4 2021, an estimated $19K.
Ranch Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 9 quarters.
Ranch Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $380K in Q1 2020.
1,124 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.