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RDA Financial Network’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

RDA Financial Network’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
Q4 		– Sell
-3,345
Closed -$221K – 226
2022
Q3 		$221K Sell
3,345
-203
-6% -$14.6K 0.12% 179
2022
Q2 		$249K Sell
3,548
-853
-19% -$62.4K 0.13% 166
2022
Q1 		$341K Buy
4,401
+154
+4% +$11.7K 0.14% 155
2021
Q4 		$344K Sell
4,247
-397
-9% -$30.7K 0.14% 157
2021
Q3 		$341K Buy
4,644
+19
+0.4% +$1.45K 0.15% 152
2021
Q2 		$340K Sell
4,625
-2,674
-37% -$193K 0.15% 153
2021
Q1 		$505K Sell
7,299
-22,944
-76% -$1.55M 0.22% 107
2020
Q4 		$2.05M Sell
30,243
-1,323
-4% -$87.1K 0.93% 33
2020
Q3 		$2.01M Buy
31,566
+6,130
+24% +$389K 0.91% 29
2020
Q2 		$1.54M Buy
25,436
+5,532
+28% +$328K 0.77% 34
2020
Q1 		$1.07M Buy
19,904
+2,244
+13% +$142K 0.65% 41
2019
Q4 		$1.19M Buy
17,660
+1,874
+12% +$120K 0.48% 59
2019
Q3 		$1.02M Buy
15,786
+2,228
+16% +$141K 0.43% 63
2019
Q2 		$852K Buy
13,558
+3,962
+41% +$238K 0.38% 71
2019
Q1 		$571K Buy
+9,596
New +$538K 0.27% 90

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RDA Financial Network's USMV Position: Q4 2022 in Review

RDA Financial Network sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2022, closing a stake of 3,345 shares — an estimated $221K sold.

RDA Financial Network first reported a position in USMV in Q1 2019 and held it in 15 quarters. The position peaked at $2.05M in Q4 2020. 1,157 funds tracked by Wall St. Rank hold USMV as of Q4 2022.

  • RDA Financial Network reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
  • RDA Financial Network sold 3,345 iShares MSCI USA Min Vol Factor ETF shares in Q4 2022, an estimated $221K.
  • RDA Financial Network first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and held it in 15 quarters.
  • RDA Financial Network's iShares MSCI USA Min Vol Factor ETF position peaked at $2.05M in Q4 2020.
  • 1,157 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2022.

Based on RDA Financial Network's 13F filing for Q4 2022, filed 10 Jan 2023.