Sage Private Wealth Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-258	Closed	-$17K	–	174
2022 Q3	$17K	Hold	258	–	–	0.02%	120
2022 Q2	$18K	Hold	258	–	–	0.03%	120
2022 Q1	$20K	Hold	258	–	–	0.02%	121
2021 Q4	$20K	Hold	258	–	–	0.02%	120
2021 Q3	$19K	Hold	258	–	–	0.03%	121
2021 Q2	$19K	Hold	258	–	–	0.03%	114
2021 Q1	$18K	Hold	258	–	–	0.03%	122
2020 Q4	$18K	Buy	+258	New	+$17K	0.05%	110

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Sage Private Wealth Group's USMV Position: Q4 2022 in Review

Sage Private Wealth Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2022, closing a stake of 258 shares — an estimated $17K sold.

Sage Private Wealth Group first reported a position in USMV in Q4 2020 and held it in 8 quarters. The position peaked at $20K in Q1 2022. 1,155 funds tracked by Wall St. Rank hold USMV as of Q4 2022.

Sage Private Wealth Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 258 iShares MSCI USA Min Vol Factor ETF shares in Q4 2022, an estimated $17K.
Sage Private Wealth Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's iShares MSCI USA Min Vol Factor ETF position peaked at $20K in Q1 2022.
1,155 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.