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Rather & Kittrell’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Rather & Kittrell’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
2022
Q1 		– Sell
-510
Closed -$41K – 289
2021
Q4 		$41K Buy
+510
New +$39.5K 0.04% 139

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rather & Kittrell's USMV Position: Q1 2022 in Review

Rather & Kittrell sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2022, closing a stake of 510 shares — an estimated $41K sold.

Rather & Kittrell first reported a position in USMV in Q4 2021 and held it in 1 quarter. The position peaked at $41K in Q4 2021. 1,120 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

  • Rather & Kittrell reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 510 iShares MSCI USA Min Vol Factor ETF shares in Q1 2022, an estimated $41K.
  • Rather & Kittrell first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's iShares MSCI USA Min Vol Factor ETF position peaked at $41K in Q4 2021.
  • 1,120 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.