Stelac Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,792
Closed -$202K 106
2023
Q3
$202K Hold
2,792
0.11% 79
2023
Q2
$208K Buy
+2,792
New +$204K 0.09% 125

Other funds holding USMV

Stelac Advisory Services's USMV Position: Q4 2023 in Review

Stelac Advisory Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2023, closing a stake of 2,792 shares — an estimated $202K sold.

Stelac Advisory Services first reported a position in USMV in Q2 2023 and held it in 2 quarters. The position peaked at $208K in Q2 2023. 1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

  • Stelac Advisory Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Stelac Advisory Services sold 2,792 iShares MSCI USA Min Vol Factor ETF shares in Q4 2023, an estimated $202K.
  • Stelac Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and held it in 2 quarters.
  • Stelac Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $208K in Q2 2023.
  • 1,224 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2023.

Based on Stelac Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.