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Sierra Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sierra Capital’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
-3,969
Closed -$332K – 197
2024
Q1 		$332K Sell
3,969
-574
-13% -$46.3K 0.04% 167
2023
Q4 		$354K Buy
+4,543
New +$339K 0.05% 153

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RJA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sierra Capital's USMV Position: Q2 2024 in Review

Sierra Capital sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2024, closing a stake of 3,969 shares — an estimated $332K sold.

Sierra Capital first reported a position in USMV in Q4 2023 and held it in 2 quarters. The position peaked at $354K in Q4 2023. 1,163 funds tracked by Wall St. Rank hold USMV as of Q2 2024.

  • Sierra Capital reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Sierra Capital sold 3,969 iShares MSCI USA Min Vol Factor ETF shares in Q2 2024, an estimated $332K.
  • Sierra Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and held it in 2 quarters.
  • Sierra Capital's iShares MSCI USA Min Vol Factor ETF position peaked at $354K in Q4 2023.
  • 1,163 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2024.

Based on Sierra Capital's 13F filing for Q2 2024, filed 25 Jul 2024.