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Smith Shellnut Wilson’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Smith Shellnut Wilson’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
2021
Q4 		– Sell
-47
Closed -$3K – 165
2021
Q3 		$3K Buy
+47
New +$3.58K ﹤0.01% 156

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Smith Shellnut Wilson's USMV Position: Q4 2021 in Review

Smith Shellnut Wilson sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2021, closing a stake of 47 shares — an estimated $3K sold.

Smith Shellnut Wilson first reported a position in USMV in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 1,124 funds tracked by Wall St. Rank hold USMV as of Q4 2021.

  • Smith Shellnut Wilson reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Smith Shellnut Wilson sold 47 iShares MSCI USA Min Vol Factor ETF shares in Q4 2021, an estimated $3K.
  • Smith Shellnut Wilson first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2021 and held it in 1 quarter.
  • Smith Shellnut Wilson's iShares MSCI USA Min Vol Factor ETF position peaked at $3K in Q3 2021.
  • 1,124 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2021.

Based on Smith Shellnut Wilson's 13F filing for Q4 2021, filed 3 Feb 2022.