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

Steward 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
2023
Q3 		$1.71M Buy
+23,667
New +$1.76M 0.54% 18
2023
Q1 		– Sell
-65
Closed -$4K – 917
2022
Q4 		$4K Buy
+65
New +$4.63K ﹤0.01% 232

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Steward Financial Group's USMV Position: Q3 2023 in Review

Steward Financial Group opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2023: 23,667 shares worth $1.71M. The stake represents 0.54% of the portfolio and ranks #18 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in USMV as recently as Q4 2022.

Steward Financial Group first reported a position in USMV in Q4 2022 and has held it in 2 quarters since. 1,145 funds tracked by Wall St. Rank hold USMV as of Q3 2023.

  • Steward Financial Group held 23,667 shares of iShares MSCI USA Min Vol Factor ETF worth $1.71M as of Q3 2023.
  • iShares MSCI USA Min Vol Factor ETF was a new Steward Financial Group position in Q3 2023.
  • iShares MSCI USA Min Vol Factor ETF made up 0.54% of Steward Financial Group's portfolio in Q3 2023, its #18 holding.
  • Steward Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,145 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.