RPg Family Wealth Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-1,467	Closed	-$114K	–	307
2022 Q1	$114K	Hold	1,467	–	–	0.05%	124
2021 Q4	$119K	Hold	1,467	–	–	0.05%	131
2021 Q3	$108K	Hold	1,467	–	–	0.05%	139
2021 Q2	$108K	Buy	+1,467	New	+$106K	0.04%	145
2020 Q4	$99.6K	Hold	1,467	–	–	0.05%	136
2020 Q3	$93.5K	Hold	1,467	–	–	0.05%	138
2020 Q2	$88.9K	Hold	1,467	–	–	0.05%	137
2020 Q1	$79.2K	Hold	1,467	–	–	0.06%	116
2019 Q4	$96.2K	Sell	1,467 -96	-6%	-$6.17K	0.06%	122
2019 Q3	$100K	Hold	1,563	–	–	0.06%	119
2019 Q2	$96.5K	Buy	1,563 +96	+7%	+$5.76K	0.06%	122
2019 Q1	$86.3K	Hold	1,467	–	–	0.05%	130
2018 Q4	$76.9K	Hold	1,467	–	–	0.07%	82
2018 Q3	$83.7K	Hold	1,467	–	–	0.06%	86
2018 Q2	$78K	Hold	1,467	–	–	0.06%	91
2018 Q1	$76.2K	Hold	1,467	–	–	0.06%	81
2017 Q4	$77.4K	Hold	1,467	–	–	0.07%	84
2017 Q3	$73.8K	Hold	1,467	–	–	0.06%	98
2017 Q2	$71.8K	Sell	1,467 -2,524	-63%	-$123K	0.06%	103
2017 Q1	$190K	Sell	3,991 -4,613	-54%	-$216K	0.16%	50
2016 Q4	$389K	Buy	+8,604	New	+$384K	0.33%	41

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RPg Family Wealth Advisory's USMV Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2022, closing a stake of 1,467 shares — an estimated $114K sold.

RPg Family Wealth Advisory first reported a position in USMV in Q4 2016 and held it in 21 quarters. The position peaked at $389K in Q4 2016. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

RPg Family Wealth Advisory reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 1,467 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $114K.
RPg Family Wealth Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and held it in 21 quarters.
RPg Family Wealth Advisory's iShares MSCI USA Min Vol Factor ETF position peaked at $389K in Q4 2016.
1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.