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

SigFig 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 Q1	–	Sell	-8,362	Closed	-$653K	–	133
2023 Q4	$653K	Sell	8,362 -50,539	-86%	-$3.77M	0.02%	101
2023 Q3	$4.26M	Buy	58,901 +28,941	+97%	+$2.16M	0.17%	58
2023 Q2	$2.2M	Buy	29,960 +1,881	+7%	+$137K	0.09%	72
2023 Q1	$2.04M	Buy	28,079 +9,745	+53%	+$700K	0.11%	67
2022 Q4	$1.3M	Sell	18,334 -52,547	-74%	-$3.74M	0.06%	78
2022 Q3	$5.16M	Buy	70,881 +60,520	+584%	+$4.36M	0.27%	43
2022 Q2	$911K	Buy	10,361 +1,656	+19%	+$121K	0.05%	76
2022 Q1	$785K	Sell	8,705 -2,740	-24%	-$207K	0.04%	78
2021 Q4	$886K	Buy	+11,445	New	+$886K	0.04%	75
2021 Q2	–	Sell	-3,417	Closed	-$236K	–	85
2021 Q1	$236K	Sell	3,417 -5,543	-62%	-$375K	0.01%	73
2020 Q4	$608K	Buy	8,960 +2,526	+39%	+$166K	0.04%	65
2020 Q3	$408K	Buy	6,434 +2,518	+64%	+$160K	0.04%	65
2020 Q2	$237K	Buy	+3,916	New	+$232K	0.03%	62

Other funds holding USMV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

SigFig Wealth Management's USMV Position: Q1 2024 in Review

SigFig Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2024, closing a stake of 8,362 shares — an estimated $653K sold.

SigFig Wealth Management first reported a position in USMV in Q2 2020 and held it in 13 quarters. The position peaked at $5.16M in Q3 2022. 1,172 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

SigFig Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
SigFig Wealth Management sold 8,362 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $653K.
SigFig Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and held it in 13 quarters.
SigFig Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $5.16M in Q3 2022.
1,172 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on SigFig Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.