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

Resolute Financial’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 		$5.81M Sell
80,652
-877
-1% -$62.4K 4.95% 4
2022
Q3 		$5.39M Buy
81,529
+675
+0.8% +$48.7K 5.11% 4
2022
Q2 		$5.68M Buy
80,854
+1,122
+1% +$82.1K 4.93% 4
2022
Q1 		$6.18M Sell
79,732
-1,523
-2% -$115K 5.03% 4
2021
Q4 		$6.57M Buy
+81,255
New +$6.29M 4.91% 4

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $530B AUM 22.01% 1-Year Est. Return

Resolute Financial's USMV Position: Q4 2022 in Review

Resolute Financial reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.1% in Q4 2022, selling an estimated $62.4K and leaving 80,652 shares worth $5.81M. The position accounts for 4.95% of the portfolio, ranked #4.

Resolute Financial first reported a position in USMV in Q4 2021 and has held it in 5 quarters since. The position peaked at $6.57M in Q4 2021. 1,155 funds tracked by Wall St. Rank hold USMV as of Q4 2022.

  • Resolute Financial held 80,652 shares of iShares MSCI USA Min Vol Factor ETF worth $5.81M as of Q4 2022.
  • Resolute Financial sold 877 iShares MSCI USA Min Vol Factor ETF shares in Q4 2022, an estimated $62.4K.
  • iShares MSCI USA Min Vol Factor ETF made up 4.95% of Resolute Financial's portfolio in Q4 2022, its #4 holding.
  • Resolute Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $6.57M in Q4 2021.
  • 1,155 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.