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

Riversedge 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
2023
Q3 		– Sell
-2,906
Closed -$216K – 75
2023
Q2 		$216K Sell
2,906
-12,711
-81% -$929K 0.06% 68
2023
Q1 		$1.14M Sell
15,617
-517
-3% -$37.2K 0.33% 35
2022
Q4 		$1.16M Sell
16,134
-5,664
-26% -$403K 0.38% 34
2022
Q3 		$1.44M Buy
21,798
+3,872
+22% +$279K 0.52% 31
2022
Q2 		$1.26M Buy
17,926
+94
+0.5% +$6.88K 0.47% 28
2022
Q1 		$1.38M Sell
17,832
-3,549
-17% -$269K 0.45% 30
2021
Q4 		$1.73M Buy
21,381
+280
+1% +$21.7K 0.55% 25
2021
Q3 		$1.55M Buy
21,101
+6,028
+40% +$459K 0.53% 25
2021
Q2 		$1.11M Buy
15,073
+436
+3% +$31.5K 0.41% 26
2021
Q1 		$1.01M Buy
14,637
+1,778
+14% +$120K 0.43% 26
2020
Q4 		$873K Buy
12,859
+1,161
+10% +$76.4K 0.4% 26
2020
Q3 		$746K Buy
11,698
+2,297
+24% +$146K 0.39% 27
2020
Q2 		$570K Buy
9,401
+3,446
+58% +$204K 0.33% 27
2020
Q1 		$322K Sell
5,955
-2,754
-32% -$175K 0.29% 28
2019
Q4 		$571K Sell
8,709
-144
-2% -$9.25K 0.68% 23
2019
Q3 		$558K Hold
8,853
– – 0.78% 20
2019
Q2 		$558K Buy
+8,853
New +$531K 0.78% 20

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Riversedge Advisors's USMV Position: Q3 2023 in Review

Riversedge Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2023, closing a stake of 2,906 shares — an estimated $216K sold.

Riversedge Advisors first reported a position in USMV in Q2 2019 and held it in 17 quarters. The position peaked at $1.73M in Q4 2021. 1,145 funds tracked by Wall St. Rank hold USMV as of Q3 2023.

  • Riversedge Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Riversedge Advisors sold 2,906 iShares MSCI USA Min Vol Factor ETF shares in Q3 2023, an estimated $216K.
  • Riversedge Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and held it in 17 quarters.
  • Riversedge Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.73M in Q4 2021.
  • 1,145 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2023.

Based on Riversedge Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.