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Romano Brothers & Co’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-1,725
Closed -$124K – 941
2022
Q4 		$124K Buy
+1,725
New +$123K 0.02% 346

Other funds holding USMV

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Romano Brothers & Co's USMV Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2023, closing a stake of 1,725 shares — an estimated $124K sold.

Romano Brothers & Co first reported a position in USMV in Q4 2022 and held it in 1 quarter. The position peaked at $124K in Q4 2022. 1,127 funds tracked by Wall St. Rank hold USMV as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 1,725 iShares MSCI USA Min Vol Factor ETF shares in Q1 2023, an estimated $124K.
  • Romano Brothers & Co first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares MSCI USA Min Vol Factor ETF position peaked at $124K in Q4 2022.
  • 1,127 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.