SteelPeak Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

SteelPeak Wealth’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
2024 Q1	–	Sell	-47,526	Closed	-$3.71M	–	552
2023 Q4	$3.71M	Sell	47,526 -18,175	-28%	-$1.36M	0.21%	94
2023 Q3	$4.78M	Sell	65,701 -20,714	-24%	-$1.54M	0.3%	72
2023 Q2	$6.42M	Buy	86,415 +1,049	+1%	+$76.7K	0.38%	61
2023 Q1	$6.21M	Buy	85,366 +36,843	+76%	+$2.65M	0.42%	62
2022 Q4	$3.5M	Buy	48,523 +7	+0%	+$498	0.26%	83
2022 Q3	$3.21M	Buy	48,516 +14,931	+44%	+$1.08M	0.24%	81
2022 Q2	$2.36M	Buy	33,585 +1,026	+3%	+$75.1K	0.17%	103
2022 Q1	$2.52M	Sell	32,559 -10,584	-25%	-$801K	0.14%	110
2021 Q4	$3.49M	Buy	+43,143	New	+$3.34M	0.2%	94
2021 Q3	–	Sell	-3,655	Closed	-$269K	–	479
2021 Q2	$269K	Sell	3,655 -20,338	-85%	-$1.47M	0.02%	350
2021 Q1	$1.66M	Sell	23,993 -55,008	-70%	-$3.72M	0.13%	120
2020 Q4	$5.36M	Buy	79,001 +4,219	+6%	+$278K	0.49%	50
2020 Q3	$4.77M	Buy	74,782 +186	+0.2%	+$11.8K	0.51%	51
2020 Q2	$4.52M	Sell	74,596 -32,316	-30%	-$1.92M	0.57%	48
2020 Q1	$5.77M	Sell	106,912 -91,777	-46%	-$5.82M	0.91%	28
2019 Q4	$13M	Buy	+198,689	New	+$12.8M	1.8%	9

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 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

RJA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SteelPeak Wealth's USMV Position: Q1 2024 in Review

SteelPeak Wealth sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2024, closing a stake of 47,526 shares — an estimated $3.71M sold.

SteelPeak Wealth first reported a position in USMV in Q4 2019 and held it in 16 quarters. The position peaked at $13M in Q4 2019. 1,169 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

SteelPeak Wealth reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
SteelPeak Wealth sold 47,526 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $3.71M.
SteelPeak Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 16 quarters.
SteelPeak Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $13M in Q4 2019.
1,169 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on SteelPeak Wealth's 13F filing for Q1 2024, filed 18 Apr 2024.