Red Door Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Red Door Wealth Management’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 Q3	–	Sell	-339	Closed	-$24K	–	580
2021 Q2	$24K	Buy	+339	New	+$24.5K	0.01%	340
2020 Q3	–	Sell	-339	Closed	-$20K	–	410
2020 Q2	$20K	Hold	339	–	–	0.01%	248
2020 Q1	$18K	Buy	+339	New	+$21.5K	0.02%	241

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RJFSA

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

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

Red Door Wealth Management's USMV Position: Q3 2021 in Review

Red Door Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2021, closing a stake of 339 shares — an estimated $24K sold.

Red Door Wealth Management first reported a position in USMV in Q1 2020 and held it in 3 quarters. The position peaked at $24K in Q2 2021. 972 funds tracked by Wall St. Rank hold USMV as of Q3 2021.

Red Door Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 339 iShares MSCI USA Min Vol Factor ETF shares in Q3 2021, an estimated $24K.
Red Door Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and held it in 3 quarters.
Red Door Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $24K in Q2 2021.
972 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.