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The Family Firm’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

The Family Firm’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
Q3 		– Sell
-524
Closed -$44K – 806
2024
Q2 		$44K Buy
+524
New +$43.2K 0.01% 428

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

The Family Firm's USMV Position: Q3 2024 in Review

The Family Firm sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2024, closing a stake of 524 shares — an estimated $44K sold.

The Family Firm first reported a position in USMV in Q2 2024 and held it in 1 quarter. The position peaked at $44K in Q2 2024. 1,187 funds tracked by Wall St. Rank hold USMV as of Q3 2024.

  • The Family Firm reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 524 iShares MSCI USA Min Vol Factor ETF shares in Q3 2024, an estimated $44K.
  • The Family Firm first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's iShares MSCI USA Min Vol Factor ETF position peaked at $44K in Q2 2024.
  • 1,187 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.