St. Clair Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

St. Clair Advisors’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 Q1	–	Sell	-23,309	Closed	-$1.89M	–	50
2021 Q4	$1.89M	Sell	23,309 -1,826	-7%	-$141K	1.08%	17
2021 Q3	$1.85M	Sell	25,135 -6,710	-21%	-$511K	1.28%	14
2021 Q2	$2.34M	Sell	31,845 -31,453	-50%	-$2.27M	1.76%	10
2021 Q1	$4.38M	Sell	63,298 -135,610	-68%	-$9.17M	3.51%	3
2020 Q4	$13.5M	Buy	+198,908	New	+$13.1M	12.76%	2

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

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

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

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

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

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

St. Clair Advisors's USMV Position: Q1 2022 in Review

St. Clair Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2022, closing a stake of 23,309 shares — an estimated $1.89M sold.

St. Clair Advisors first reported a position in USMV in Q4 2020 and held it in 5 quarters. The position peaked at $13.5M in Q4 2020. 1,121 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

St. Clair Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
St. Clair Advisors sold 23,309 iShares MSCI USA Min Vol Factor ETF shares in Q1 2022, an estimated $1.89M.
St. Clair Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 5 quarters.
St. Clair Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $13.5M in Q4 2020.
1,121 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on St. Clair Advisors's 13F filing for Q1 2022, filed 10 Apr 2025.