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SPC Financial Inc’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

SPC Financial Inc’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
Q4 		– Sell
-48,820
Closed -$3.23M – 211
2022
Q3 		$3.23M Sell
48,820
-4,317
-8% -$311K 0.4% 38
2022
Q2 		$3.73M Sell
53,137
-449
-0.8% -$32.9K 0.46% 34
2022
Q1 		$4.16M Buy
53,586
+432
+0.8% +$32.7K 0.48% 35
2021
Q4 		$4.3M Buy
53,154
+2,396
+5% +$186K 0.48% 40
2021
Q3 		$3.73M Sell
50,758
-608
-1% -$46.3K 0.46% 39
2021
Q2 		$3.78M Sell
51,366
-132
-0.3% -$9.54K 0.46% 39
2021
Q1 		$3.56M Buy
51,498
+4,980
+11% +$337K 0.47% 38
2020
Q4 		$3.16M Buy
46,518
+5,214
+13% +$343K 0.44% 41
2020
Q3 		$2.63M Buy
41,304
+5,300
+15% +$336K 0.45% 40
2020
Q2 		$2.18M Buy
36,004
+4,507
+14% +$267K 0.45% 45
2020
Q1 		$1.7M Buy
31,497
+9,157
+41% +$581K 0.43% 48
2019
Q4 		$1.47M Buy
22,340
+2,734
+14% +$176K 0.27% 57
2019
Q3 		$1.26M Buy
19,606
+3,783
+24% +$240K 0.27% 55
2019
Q2 		$977K Buy
15,823
+3,088
+24% +$185K 0.2% 64
2019
Q1 		$749K Buy
12,735
+1,579
+14% +$88.4K 0.16% 74
2018
Q4 		$585K Sell
11,156
-546
-5% -$30K 0.16% 74
2018
Q3 		$667K Buy
11,702
+2,397
+26% +$134K 0.13% 79
2018
Q2 		$495K Buy
9,305
+1,142
+14% +$60.1K 0.11% 91
2018
Q1 		$424K Buy
8,163
+2,508
+44% +$133K 0.1% 90
2017
Q4 		$298K Buy
5,655
+1,495
+36% +$77.6K 0.07% 105
2017
Q3 		$209K Buy
+4,160
New +$207K 0.05% 119

Other funds holding USMV

Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPC Financial Inc's USMV Position: Q4 2022 in Review

SPC Financial Inc sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2022, closing a stake of 48,820 shares — an estimated $3.23M sold.

SPC Financial Inc first reported a position in USMV in Q3 2017 and held it in 21 quarters. The position peaked at $4.3M in Q4 2021. 1,155 funds tracked by Wall St. Rank hold USMV as of Q4 2022.

  • SPC Financial Inc reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
  • SPC Financial Inc sold 48,820 iShares MSCI USA Min Vol Factor ETF shares in Q4 2022, an estimated $3.23M.
  • SPC Financial Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2017 and held it in 21 quarters.
  • SPC Financial Inc's iShares MSCI USA Min Vol Factor ETF position peaked at $4.3M in Q4 2021.
  • 1,155 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2022.

Based on SPC Financial Inc's 13F filing for Q4 2022, filed 1 Feb 2023.