True Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
Other funds holding USMV
RJA
True Capital Management's USMV Position: Q1 2023 in Review
True Capital Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.6% in Q1 2023, selling an estimated $42.5K and leaving 12,408 shares worth $903K. The position accounts for 0.62% of the portfolio, ranked #42.
True Capital Management first reported a position in USMV in Q4 2022 and has held it in 2 quarters since. The position peaked at $937K in Q4 2022. 1,127 funds tracked by Wall St. Rank hold USMV as of Q1 2023.
- True Capital Management held 12,408 shares of iShares MSCI USA Min Vol Factor ETF worth $903K as of Q1 2023.
- True Capital Management sold 592 iShares MSCI USA Min Vol Factor ETF shares in Q1 2023, an estimated $42.5K.
- iShares MSCI USA Min Vol Factor ETF made up 0.62% of True Capital Management's portfolio in Q1 2023, its #42 holding.
- True Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 2 quarters since.
- True Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $937K in Q4 2022.
- 1,127 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2023.
Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.