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Sargent Bickham Lagudis’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sargent Bickham Lagudis’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 		$804K Sell
11,153
-16
-0.1% -$1.14K 0.07% 144
2022
Q3 		$738K Hold
11,169
– – 0.07% 143
2022
Q2 		$784K Sell
11,169
-113
-1% -$8.27K 0.07% 147
2022
Q1 		$875K Buy
11,282
+114
+1% +$8.63K 0.07% 146
2021
Q4 		$903K Buy
11,168
+1
+0% +$77 0.07% 139
2021
Q3 		$821K Sell
11,167
-109
-1% -$8.3K 0.07% 134
2021
Q2 		$830K Sell
11,276
-192
-2% -$13.9K 0.07% 133
2021
Q1 		$793K Sell
11,468
-73
-0.6% -$4.93K 0.07% 128
2020
Q4 		$783K Sell
11,541
-481
-4% -$31.7K 0.07% 124
2020
Q3 		$766K Sell
12,022
-163
-1% -$10.3K 0.08% 121
2020
Q2 		$739K Sell
12,185
-297
-2% -$17.6K 0.08% 122
2020
Q1 		$674K Buy
12,482
+1,451
+13% +$92.1K 0.09% 130
2019
Q4 		$724K Hold
11,031
– – 0.08% 129
2019
Q3 		$707K Hold
11,031
– – 0.09% 121
2019
Q2 		$681K Hold
11,031
– – 0.08% 130
2019
Q1 		$649K Hold
11,031
– – 0.08% 138
2018
Q4 		$578K Hold
11,031
– – 0.07% 128
2018
Q3 		$629K Hold
11,031
– – 0.07% 135
2018
Q2 		$586K Hold
11,031
– – 0.07% 134
2018
Q1 		$573K Sell
11,031
-1,697
-13% -$89.8K 0.07% 134
2017
Q4 		$672K Sell
12,728
-340
-3% -$17.6K 0.08% 134
2017
Q3 		$658K Sell
13,068
-205
-2% -$10.2K 0.08% 136
2017
Q2 		$649K Hold
13,273
– – 0.08% 134
2017
Q1 		$633K Hold
13,273
– – 0.08% 137
2016
Q4 		$600K Sell
13,273
-1,174
-8% -$52.4K 0.09% 127
2016
Q3 		$656 Sell
14,447
-430
-3% -$19.9K 0.1% 125
2016
Q2 		$687K Sell
14,877
-1,483
-9% -$65.9K 0.11% 124
2016
Q1 		$719K Buy
+16,360
New +$681K 0.12% 126

Other funds holding USMV

Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sargent Bickham Lagudis's USMV Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.14% in Q4 2022, selling an estimated $1.14K and leaving 11,153 shares worth $804K. The position accounts for 0.07% of the portfolio, ranked #144.

Sargent Bickham Lagudis first reported a position in USMV in Q1 2016 and has held it in 28 quarters since. The position peaked at $903K in Q4 2021. 1,155 funds tracked by Wall St. Rank hold USMV as of Q4 2022.

  • Sargent Bickham Lagudis held 11,153 shares of iShares MSCI USA Min Vol Factor ETF worth $804K as of Q4 2022.
  • Sargent Bickham Lagudis sold 16 iShares MSCI USA Min Vol Factor ETF shares in Q4 2022, an estimated $1.14K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.07% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #144 holding.
  • Sargent Bickham Lagudis first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's iShares MSCI USA Min Vol Factor ETF position peaked at $903K in Q4 2021.
  • 1,155 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.