Tallon Kerry Patrick’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Tallon Kerry Patrick’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	$621K	Buy	+7,000	New	+$642K	0.6%	37

Other funds holding USMV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tallon Kerry Patrick's USMV Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2024: 7,000 shares worth $621K. The stake represents 0.6% of the portfolio and ranks #37 among its holdings.

1,284 funds tracked by Wall St. Rank hold USMV as of Q4 2024.

Tallon Kerry Patrick held 7,000 shares of iShares MSCI USA Min Vol Factor ETF worth $621K as of Q4 2024.
iShares MSCI USA Min Vol Factor ETF was a new Tallon Kerry Patrick position in Q4 2024.
iShares MSCI USA Min Vol Factor ETF made up 0.6% of Tallon Kerry Patrick's portfolio in Q4 2024, its #37 holding.
1,284 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.