Sanford Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sanford Advisory Services’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	$34.1M	Buy	472,229 +7,161	+2%	+$510K	8.11%	1
2022 Q3	$30.7M	Sell	465,068 -46,921	-9%	-$3.38M	8.78%	3
2022 Q2	$35.9M	Sell	511,989 -14,320	-3%	-$1.05M	10.16%	3
2022 Q1	$40.8M	Sell	526,309 -16,019	-3%	-$1.21M	11.13%	2
2021 Q4	$43.9M	Sell	542,328 -74,413	-12%	-$5.76M	9.89%	3
2021 Q3	$45.3M	Sell	616,741 -158,688	-20%	-$12.1M	11.37%	3
2021 Q2	$57.1M	Buy	775,429 +1,597	+0.2%	+$115K	14.7%	1
2021 Q1	$53.5M	Sell	773,832 -375,650	-33%	-$25.4M	14.93%	1
2020 Q4	$78M	Buy	+1,149,482	New	+$75.7M	24.92%	1

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

Sanford Advisory Services's USMV Position: Q4 2022 in Review

Sanford Advisory Services increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.5% in Q4 2022, buying an estimated $510K and bringing the position to 472,229 shares worth $34.1M. The position accounts for 8.11% of the portfolio, ranked #1.

Sanford Advisory Services first reported a position in USMV in Q4 2020 and has held it in 9 quarters since. The position peaked at $78M in Q4 2020. 1,155 funds tracked by Wall St. Rank hold USMV as of Q4 2022.

Sanford Advisory Services held 472,229 shares of iShares MSCI USA Min Vol Factor ETF worth $34.1M as of Q4 2022.
Sanford Advisory Services bought 7,161 iShares MSCI USA Min Vol Factor ETF shares in Q4 2022, an estimated $510K.
iShares MSCI USA Min Vol Factor ETF made up 8.11% of Sanford Advisory Services's portfolio in Q4 2022, its #1 holding.
Sanford Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $78M in Q4 2020.
1,155 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.