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Second Half Financial Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Second Half Financial Partners’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
Q3 		– Sell
-12,746
Closed -$947K – 131
2023
Q2 		$947K Buy
+12,746
New +$931K 0.22% 85

Other funds holding USMV

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Second Half Financial Partners's USMV Position: Q3 2023 in Review

Second Half Financial Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2023, closing a stake of 12,746 shares — an estimated $947K sold.

Second Half Financial Partners first reported a position in USMV in Q2 2023 and held it in 1 quarter. The position peaked at $947K in Q2 2023. 1,145 funds tracked by Wall St. Rank hold USMV as of Q3 2023.

  • Second Half Financial Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 12,746 iShares MSCI USA Min Vol Factor ETF shares in Q3 2023, an estimated $947K.
  • Second Half Financial Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $947K in Q2 2023.
  • 1,145 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.