Toth Financial Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Toth Financial Advisory’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 Q1	–	Sell	-93	Closed	-$7.26K	–	775
2023 Q4	$7.26K	Buy	93 +7	+8%	+$522	﹤0.01%	487
2023 Q3	$6.22K	Hold	86	–	–	﹤0.01%	499
2023 Q2	$6.39K	Buy	+86	New	+$6.29K	﹤0.01%	523
2020 Q3	–	Sell	-195	Closed	-$12K	–	609
2020 Q2	$12K	Hold	195	–	–	﹤0.01%	338
2020 Q1	$11K	Hold	195	–	–	﹤0.01%	272
2019 Q4	$13K	Buy	195 +8	+4%	+$514	﹤0.01%	287
2019 Q3	$12K	Buy	+187	New	+$11.8K	﹤0.01%	309

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Toth Financial Advisory's USMV Position: Q1 2024 in Review

Toth Financial Advisory sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2024, closing a stake of 93 shares — an estimated $7.26K sold.

Toth Financial Advisory first reported a position in USMV in Q3 2019 and held it in 7 quarters. The position peaked at $13K in Q4 2019. 1,169 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

Toth Financial Advisory reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Toth Financial Advisory sold 93 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $7.26K.
Toth Financial Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 7 quarters.
Toth Financial Advisory's iShares MSCI USA Min Vol Factor ETF position peaked at $13K in Q4 2019.
1,169 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on Toth Financial Advisory's 13F filing for Q1 2024, filed 16 Apr 2024.