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

Signature Wealth Management 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 Q2	–	Sell	-2,908	Closed	-$212K	–	110
2023 Q1	$212K	Sell	2,908 -325	-10%	-$23.4K	0.2%	95
2022 Q4	$233K	Sell	3,233 -172	-5%	-$12.2K	0.23%	87
2022 Q3	$225K	Sell	3,405 -285	-8%	-$20.5K	0.25%	84
2022 Q2	$259K	Hold	3,690	–	–	0.27%	83
2022 Q1	$286K	Sell	3,690 -349	-9%	-$26.4K	0.24%	87
2021 Q4	$327K	Sell	4,039 -200	-5%	-$15.5K	0.28%	77
2021 Q3	$312K	Buy	4,239 +13	+0.3%	+$990	0.28%	77
2021 Q2	$311K	Sell	4,226 -832	-16%	-$60.1K	0.28%	80
2021 Q1	$350K	Sell	5,058 -1,951	-28%	-$132K	0.34%	70
2020 Q4	$476K	Buy	+7,009	New	+$461K	0.48%	51

Other funds holding USMV

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Signature Wealth Management Partners's USMV Position: Q2 2023 in Review

Signature Wealth Management Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2023, closing a stake of 2,908 shares — an estimated $212K sold.

Signature Wealth Management Partners first reported a position in USMV in Q4 2020 and held it in 10 quarters. The position peaked at $476K in Q4 2020. 1,147 funds tracked by Wall St. Rank hold USMV as of Q2 2023.

Signature Wealth Management Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
Signature Wealth Management Partners sold 2,908 iShares MSCI USA Min Vol Factor ETF shares in Q2 2023, an estimated $212K.
Signature Wealth Management Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 10 quarters.
Signature Wealth Management Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $476K in Q4 2020.
1,147 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2023.

Based on Signature Wealth Management Partners's 13F filing for Q2 2023, filed 24 Jul 2023.