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Regent Peak Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Regent Peak Wealth 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
2024
Q4 		– Sell
-2,475
Closed -$226K – 196
2024
Q3 		$226K Hold
2,475
– – 0.05% 154
2024
Q2 		$208K Sell
2,475
-267
-10% -$22K 0.05% 159
2024
Q1 		$229K Hold
2,742
– – 0.06% 144
2023
Q4 		$214K Sell
2,742
-2,026
-42% -$151K 0.06% 149
2023
Q3 		$345K Sell
4,768
-160
-3% -$11.9K 0.11% 100
2023
Q2 		$366K Sell
4,928
-363
-7% -$26.5K 0.11% 95
2023
Q1 		$385K Sell
5,291
-1,661
-24% -$119K 0.12% 90
2022
Q4 		$501K Buy
6,952
+615
+10% +$43.8K 0.16% 82
2022
Q3 		$420K Hold
6,337
– – 0.15% 90
2022
Q2 		$444K Buy
6,337
+1,495
+31% +$109K 0.15% 92
2022
Q1 		$376K Hold
4,842
– – 0.11% 108
2021
Q4 		$392K Sell
4,842
-127
-3% -$9.83K 0.11% 110
2021
Q3 		$365K Hold
4,969
– – 0.1% 111
2021
Q2 		$379K Sell
4,969
-1
-0% -$72 0.11% 111
2021
Q1 		$343K Buy
4,970
+1
+0% +$68 0.11% 106
2020
Q4 		$337K Buy
4,969
+1,596
+47% +$105K 0.11% 101
2020
Q3 		$215K Hold
3,373
– – 0.09% 119
2020
Q2 		$205K Buy
+3,373
New +$200K 0.09% 116
2020
Q1 		– Sell
-3,373
Closed -$221K – 126
2019
Q4 		$221K Buy
+3,373
New +$217K 0.1% 121

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

Regent Peak Wealth Advisors's USMV Position: Q4 2024 in Review

Regent Peak Wealth Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2024, closing a stake of 2,475 shares — an estimated $226K sold.

Regent Peak Wealth Advisors first reported a position in USMV in Q4 2019 and held it in 19 quarters. The position peaked at $501K in Q4 2022. 1,282 funds tracked by Wall St. Rank hold USMV as of Q4 2024.

  • Regent Peak Wealth Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 2,475 iShares MSCI USA Min Vol Factor ETF shares in Q4 2024, an estimated $226K.
  • Regent Peak Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 19 quarters.
  • Regent Peak Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $501K in Q4 2022.
  • 1,282 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.