SPIS
USMV icon

Steward Partners Investment Solutions’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Steward Partners Investment Solutions’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 		$6.95M Buy
+83,204
New +$6.71M 1.17% 19

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Steward Partners Investment Solutions's USMV Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2024: 83,204 shares worth $6.95M. The stake represents 1.17% of the portfolio and ranks #19 among its holdings.

1,172 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

  • Steward Partners Investment Solutions held 83,204 shares of iShares MSCI USA Min Vol Factor ETF worth $6.95M as of Q1 2024.
  • iShares MSCI USA Min Vol Factor ETF was a new Steward Partners Investment Solutions position in Q1 2024.
  • iShares MSCI USA Min Vol Factor ETF made up 1.17% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #19 holding.
  • 1,172 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.