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

Silicon Hills 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
2022 Q3	–	Sell	-2,940	Closed	-$206K	–	98
2022 Q2	$206K	Hold	2,940	–	–	0.15%	91
2022 Q1	$228K	Hold	2,940	–	–	0.15%	98
2021 Q4	$238K	Hold	2,940	–	–	0.15%	108
2021 Q3	$216K	Hold	2,940	–	–	0.15%	107
2021 Q2	$216K	Hold	2,940	–	–	0.17%	86
2021 Q1	$203K	Buy	+2,940	New	+$199K	0.18%	83
2020 Q1	–	Sell	-25	Closed	-$1.01K	–	279
2019 Q4	$1.01K	Buy	+25	New	+$1.61K	0.78%	32

Other funds holding USMV

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Silicon Hills Wealth Management's USMV Position: Q3 2022 in Review

Silicon Hills Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2022, closing a stake of 2,940 shares — an estimated $206K sold.

Silicon Hills Wealth Management first reported a position in USMV in Q4 2019 and held it in 7 quarters. The position peaked at $238K in Q4 2021. 1,062 funds tracked by Wall St. Rank hold USMV as of Q3 2022.

Silicon Hills Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
Silicon Hills Wealth Management sold 2,940 iShares MSCI USA Min Vol Factor ETF shares in Q3 2022, an estimated $206K.
Silicon Hills Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 7 quarters.
Silicon Hills Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $238K in Q4 2021.
1,062 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2022.

Based on Silicon Hills Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.