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

Resurgent Financial 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 Q1	–	Sell	-3,232	Closed	-$252K	–	462
2023 Q4	$252K	Sell	3,232 -1,072	-25%	-$80K	0.15%	145
2023 Q3	$312K	Buy	4,304 +214	+5%	+$16K	0.21%	109
2023 Q2	$304K	Buy	4,090 +265	+7%	+$19.4K	0.2%	108
2023 Q1	$278K	Sell	3,825 -128	-3%	-$9.2K	0.19%	115
2022 Q4	$285K	Buy	3,953 +820	+26%	+$58.4K	0.15%	147
2022 Q3	$207K	Buy	3,133 +129	+4%	+$9.3K	0.14%	186
2022 Q2	$211K	Buy	3,004 +354	+13%	+$25.9K	0.14%	171
2022 Q1	$206K	Buy	+2,650	New	+$201K	0.13%	177

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

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

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

RJFSA

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

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

Resurgent Financial Advisors's USMV Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2024, closing a stake of 3,232 shares — an estimated $252K sold.

Resurgent Financial Advisors first reported a position in USMV in Q1 2022 and held it in 8 quarters. The position peaked at $312K in Q3 2023. 1,169 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

Resurgent Financial Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 3,232 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $252K.
Resurgent Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and held it in 8 quarters.
Resurgent Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $312K in Q3 2023.
1,169 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.