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

Sutton Wealth Advisors’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	$290	Buy	+4	New	+$298	﹤0.01%	828

Other funds holding USMV

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

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 New York $1.66T AUM 25.57% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sutton Wealth Advisors's USMV Position: Q3 2023 in Review

Sutton Wealth Advisors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2023: 4 shares worth $290. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings.

1,145 funds tracked by Wall St. Rank hold USMV as of Q3 2023.

Sutton Wealth Advisors held 4 shares of iShares MSCI USA Min Vol Factor ETF worth $290 as of Q3 2023.
iShares MSCI USA Min Vol Factor ETF was a new Sutton Wealth Advisors position in Q3 2023.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #828 holding.
1,145 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.