TFO Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-27	Closed	-$2.01K	–	1091
2023 Q3	$2.01K	Hold	27	–	–	﹤0.01%	207
2023 Q2	$2.01K	Hold	27	–	–	﹤0.01%	184
2023 Q1	$1.96K	Sell	27 -320	-92%	-$23K	﹤0.01%	147
2022 Q4	$7.88K	Buy	347 +320	+1,185%	+$22.8K	﹤0.01%	130
2022 Q3	$2K	Hold	27	–	–	﹤0.01%	126
2022 Q2	$2K	Buy	+27	New	+$1.98K	﹤0.01%	361
2021 Q2	–	Sell	-560	Closed	-$39K	–	185
2021 Q1	$39K	Hold	560	–	–	0.01%	81
2020 Q4	$38K	Hold	560	–	–	0.01%	57
2020 Q3	$36K	Hold	560	–	–	0.01%	53
2020 Q2	$34K	Buy	+560	New	+$33.2K	0.01%	57

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TFO Wealth Partners's USMV Position: Q4 2023 in Review

TFO Wealth Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2023, closing a stake of 27 shares — an estimated $2.01K sold.

TFO Wealth Partners first reported a position in USMV in Q2 2020 and held it in 10 quarters. The position peaked at $39K in Q1 2021. 1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

TFO Wealth Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 27 iShares MSCI USA Min Vol Factor ETF shares in Q4 2023, an estimated $2.01K.
TFO Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and held it in 10 quarters.
TFO Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $39K in Q1 2021.
1,224 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.