SHJ
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Sharkey, Howes & Javer’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sharkey, Howes & Javer’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
2024
Q1 		– Sell
-16,480
Closed -$1.29M – 127
2023
Q4 		$1.29M Sell
16,480
-55,670
-77% -$4.15M 0.23% 58
2023
Q3 		$5.22M Sell
72,150
-16,649
-19% -$1.24M 1% 25
2023
Q2 		$6.6M Buy
88,799
+9,505
+12% +$695K 1.25% 19
2023
Q1 		$5.77M Buy
79,294
+18,347
+30% +$1.32M 1.24% 17
2022
Q4 		$4.39M Sell
60,947
-14,253
-19% -$1.01M 1.01% 22
2022
Q3 		$4.97M Buy
75,200
+32,594
+77% +$2.35M 1.08% 21
2022
Q2 		$2.99M Buy
42,606
+1,043
+3% +$76.4K 0.72% 27
2022
Q1 		$3.22M Sell
41,563
-13,590
-25% -$1.03M 0.74% 26
2021
Q4 		$4.46M Buy
+55,153
New +$4.27M 1.01% 24
2021
Q3 		– Sell
-5,353
Closed -$394K – 80
2021
Q2 		$394K Sell
5,353
-22,776
-81% -$1.65M 0.1% 61
2021
Q1 		$1.95M Sell
28,129
-36,921
-57% -$2.5M 0.61% 29
2020
Q4 		$4.42M Sell
65,050
-64,327
-50% -$4.23M 1.47% 18
2020
Q3 		$8.24M Sell
129,377
-76,819
-37% -$4.87M 3.13% 10
2020
Q2 		$12.5M Sell
206,196
-417,946
-67% -$24.8M 5.52% 5
2020
Q1 		$33.7M Sell
624,142
-78,525
-11% -$4.98M 17.58% 1
2019
Q4 		$46.1M Sell
702,667
-1,607
-0.2% -$103K 19.5% 1
2019
Q3 		$45.1M Buy
704,274
+502,162
+248% +$31.8M 19.46% 1
2019
Q2 		$12.5M Buy
202,112
+6,028
+3% +$362K 5.66% 5
2019
Q1 		$11.5M Buy
196,084
+151,272
+338% +$8.47M 5.38% 4
2018
Q4 		$2.35M Buy
44,812
+38,223
+580% +$2.1M 1.53% 8
2018
Q3 		$376K Buy
6,589
+438
+7% +$24.4K 0.2% 35
2018
Q2 		$327K Buy
6,151
+6,141
+61,410% +$323K 0.18% 32
2018
Q1 		$1K Buy
+10
New +$529 ﹤0.01% 216

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sharkey, Howes & Javer's USMV Position: Q1 2024 in Review

Sharkey, Howes & Javer sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2024, closing a stake of 16,480 shares — an estimated $1.29M sold.

Sharkey, Howes & Javer first reported a position in USMV in Q1 2018 and held it in 23 quarters. The position peaked at $46.1M in Q4 2019. 1,172 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

  • Sharkey, Howes & Javer reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 16,480 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $1.29M.
  • Sharkey, Howes & Javer first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and held it in 23 quarters.
  • Sharkey, Howes & Javer's iShares MSCI USA Min Vol Factor ETF position peaked at $46.1M in Q4 2019.
  • 1,172 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2024, filed 18 Apr 2024.