Sowa Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sowa Financial Group’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 Q2	–	Sell	-7,750	Closed	-$601K	–	61
2022 Q1	$601K	Buy	7,750 +9	+0.1%	+$681	0.36%	38
2021 Q4	$626K	Sell	7,741 -134	-2%	-$10.4K	0.37%	36
2021 Q3	$579K	Sell	7,875 -432	-5%	-$32.9K	0.38%	35
2021 Q2	$612K	Sell	8,307 -193	-2%	-$13.9K	0.45%	34
2021 Q1	$588K	Sell	8,500 -1,988	-19%	-$134K	0.41%	35
2020 Q4	$712K	Sell	10,488 -2,387	-19%	-$157K	0.48%	33
2020 Q3	$821K	Buy	12,875 +1	+0%	+$63	0.59%	32
2020 Q2	$781K	Buy	12,874 +2	+0%	+$119	0.59%	33
2020 Q1	$695K	Sell	12,872 -4,285	-25%	-$272K	0.61%	34
2019 Q4	$1.13M	Buy	+17,157	New	+$1.1M	0.92%	26

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sowa Financial Group's USMV Position: Q2 2022 in Review

Sowa Financial Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2022, closing a stake of 7,750 shares — an estimated $601K sold.

Sowa Financial Group first reported a position in USMV in Q4 2019 and held it in 10 quarters. The position peaked at $1.13M in Q4 2019. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

Sowa Financial Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
Sowa Financial Group sold 7,750 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $601K.
Sowa Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 10 quarters.
Sowa Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $1.13M in Q4 2019.
1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on Sowa Financial Group's 13F filing for Q2 2022, filed 9 Aug 2022.