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

Ten Capital 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 Q2	–	Sell	-192	Closed	-$14K	–	517
2023 Q1	$14K	Buy	192 +2	+1%	+$144	﹤0.01%	333
2022 Q4	$13.7K	Buy	190 +81	+74%	+$5.76K	0.01%	279
2022 Q3	$7K	Hold	109	–	–	﹤0.01%	370
2022 Q2	$8K	Hold	109	–	–	﹤0.01%	288
2022 Q1	$8K	Hold	109	–	–	﹤0.01%	324
2021 Q4	$9K	Hold	109	–	–	﹤0.01%	314
2021 Q3	$8K	Hold	109	–	–	﹤0.01%	288
2021 Q2	$8K	Hold	109	–	–	﹤0.01%	337
2021 Q1	$7K	Sell	109 -49	-31%	-$3.31K	﹤0.01%	289
2020 Q4	$11K	Buy	+158	New	+$10.4K	﹤0.01%	256

Other funds holding USMV

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ten Capital Wealth Advisors's USMV Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2023, closing a stake of 192 shares — an estimated $14K sold.

Ten Capital Wealth Advisors first reported a position in USMV in Q4 2020 and held it in 10 quarters. The position peaked at $14K in Q1 2023. 1,147 funds tracked by Wall St. Rank hold USMV as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 192 iShares MSCI USA Min Vol Factor ETF shares in Q2 2023, an estimated $14K.
Ten Capital Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $14K in Q1 2023.
1,147 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.