Triton Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Triton Wealth Management’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	-15,163	Closed	-$1.19M	–	84
2023 Q4	$1.19M	Sell	15,163 -5,175	-25%	-$386K	0.78%	16
2023 Q3	$1.5M	Sell	20,338 -1,369	-6%	-$102K	1.01%	15
2023 Q2	$1.63M	Sell	21,707 -992	-4%	-$72.5K	0.92%	18
2023 Q1	$1.64M	Sell	22,699 -913	-4%	-$65.6K	1.01%	16
2022 Q4	$1.72M	Sell	23,612 -1,053	-4%	-$74.9K	1.05%	13
2022 Q3	$1.7M	Sell	24,665 -205	-0.8%	-$14.8K	1.01%	14
2022 Q2	$1.82M	Sell	24,870 -2,615	-10%	-$191K	1.28%	14
2022 Q1	$2.1M	Hold	27,485	–	–	1.09%	14
2021 Q4	$2.1M	Sell	27,485 -4,503	-14%	-$349K	1.09%	14
2021 Q3	$2.42M	Sell	31,988 -1,038	-3%	-$79.1K	1.16%	15
2021 Q2	$2.54M	Sell	33,026 -1,194	-3%	-$86.3K	1.45%	13
2021 Q1	$2.42M	Sell	34,220 -5,906	-15%	-$399K	1.64%	12
2020 Q4	$2.69M	Sell	40,126 -3,674	-8%	-$242K	1.71%	10
2020 Q3	$2.82M	Sell	43,800 -2,281	-5%	-$145K	2.37%	9
2020 Q2	$2.92M	Sell	46,081 -3,345	-7%	-$199K	3.02%	6
2020 Q1	$2.91M	Buy	+49,426	New	+$3.14M	4.71%	4

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

Triton Wealth Management's USMV Position: Q1 2024 in Review

Triton Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2024, closing a stake of 15,163 shares — an estimated $1.19M sold.

Triton Wealth Management first reported a position in USMV in Q1 2020 and held it in 16 quarters. The position peaked at $2.92M in Q2 2020. 1,169 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

Triton Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Triton Wealth Management sold 15,163 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $1.19M.
Triton Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and held it in 16 quarters.
Triton Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $2.92M in Q2 2020.
1,169 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on Triton Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.