Teamwork Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Teamwork Financial 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
2024 Q4	–	Sell	-3,302	Closed	-$302K	–	197
2024 Q3	$302K	Sell	3,302 -273	-8%	-$24.1K	0.04%	130
2024 Q2	$300K	Sell	3,575 -1,025	-22%	-$84.5K	0.04%	114
2024 Q1	$384K	Buy	+4,600	New	+$371K	0.06%	124
2022 Q2	–	Sell	-2,947	Closed	-$229K	–	257
2022 Q1	$229K	Buy	+2,947	New	+$223K	0.04%	227
2021 Q1	–	Sell	-9,910	Closed	-$673K	–	251
2020 Q4	$673K	Sell	9,910 -279	-3%	-$18.4K	0.16%	108
2020 Q3	$649K	Buy	10,189 +346	+4%	+$22K	0.2%	99
2020 Q2	$597K	Buy	+9,843	New	+$584K	0.21%	96

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Teamwork Financial Advisors's USMV Position: Q4 2024 in Review

Teamwork Financial Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2024, closing a stake of 3,302 shares — an estimated $302K sold.

Teamwork Financial Advisors first reported a position in USMV in Q2 2020 and held it in 7 quarters. The position peaked at $673K in Q4 2020. 1,282 funds tracked by Wall St. Rank hold USMV as of Q4 2024.

Teamwork Financial Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
Teamwork Financial Advisors sold 3,302 iShares MSCI USA Min Vol Factor ETF shares in Q4 2024, an estimated $302K.
Teamwork Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and held it in 7 quarters.
Teamwork Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $673K in Q4 2020.
1,282 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on Teamwork Financial Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.