Resource Consulting Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Resource Consulting Group’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
2023 Q4	$390K	Hold	5,000	–	–	0.07%	45
2023 Q3	$362K	Sell	5,000 -70	-1%	-$5.22K	0.07%	42
2023 Q2	$377K	Sell	5,070 -380	-7%	-$27.8K	0.07%	50
2023 Q1	$396K	Buy	5,450 +450	+9%	+$32.3K	0.1%	23
2022 Q4	$361K	Hold	5,000	–	–	0.09%	23
2022 Q3	$331K	Hold	5,000	–	–	0.09%	31
2022 Q2	$351K	Hold	5,000	–	–	0.15%	40
2022 Q1	$388K	Buy	+5,000	New	+$379K	0.13%	56

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Resource Consulting Group's USMV Position: Q4 2023 in Review

Resource Consulting Group held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q4 2023 at 5,000 shares worth $390K. The position accounts for 0.07% of the portfolio, ranked #45.

Resource Consulting Group first reported a position in USMV in Q1 2022 and has held it in 8 quarters since. The position peaked at $396K in Q1 2023. 1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

Resource Consulting Group held 5,000 shares of iShares MSCI USA Min Vol Factor ETF worth $390K as of Q4 2023.
Resource Consulting Group left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q4 2023.
iShares MSCI USA Min Vol Factor ETF made up 0.07% of Resource Consulting Group's portfolio in Q4 2023, its #45 holding.
Resource Consulting Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 8 quarters since.
Resource Consulting Group's iShares MSCI USA Min Vol Factor ETF position peaked at $396K in Q1 2023.
1,224 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.