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Stratos Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Stratos Investment Management’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
Q4 		– Sell
-2,236
Closed -$204K – 293
2024
Q3 		$204K Buy
+2,236
New +$197K 0.01% 245

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Investment Management's USMV Position: Q4 2024 in Review

Stratos Investment Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2024, closing a stake of 2,236 shares — an estimated $204K sold.

Stratos Investment Management first reported a position in USMV in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 1,282 funds tracked by Wall St. Rank hold USMV as of Q4 2024.

  • Stratos Investment Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Stratos Investment Management sold 2,236 iShares MSCI USA Min Vol Factor ETF shares in Q4 2024, an estimated $204K.
  • Stratos Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and held it in 1 quarter.
  • Stratos Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $204K in Q3 2024.
  • 1,282 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on Stratos Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.