Shira Ridge Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Shira Ridge Wealth Management’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 Q2	–	Sell	-2,436	Closed	-$204K	–	77
2024 Q1	$204K	Sell	2,436 -2,059	-46%	-$166K	0.12%	72
2023 Q4	$351K	Sell	4,495 -763	-15%	-$56.9K	0.21%	57
2023 Q3	$381K	Sell	5,258 -107	-2%	-$7.98K	0.25%	51
2023 Q2	$399K	Sell	5,365 -1,316	-20%	-$96.2K	0.25%	50
2023 Q1	$486K	Buy	6,681 +182	+3%	+$13.1K	0.32%	47
2022 Q4	$469K	Buy	+6,499	New	+$462K	0.32%	44

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Shira Ridge Wealth Management's USMV Position: Q2 2024 in Review

Shira Ridge Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2024, closing a stake of 2,436 shares — an estimated $204K sold.

Shira Ridge Wealth Management first reported a position in USMV in Q4 2022 and held it in 6 quarters. The position peaked at $486K in Q1 2023. 1,163 funds tracked by Wall St. Rank hold USMV as of Q2 2024.

Shira Ridge Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
Shira Ridge Wealth Management sold 2,436 iShares MSCI USA Min Vol Factor ETF shares in Q2 2024, an estimated $204K.
Shira Ridge Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 6 quarters.
Shira Ridge Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $486K in Q1 2023.
1,163 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2024.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.