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V Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

V Wealth Advisors’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
Q3 		– Sell
-15,082
Closed -$1.12M – 354
2023
Q2 		$1.12M Buy
15,082
+12
+0.1% +$877 0.19% 104
2023
Q1 		$1.1M Sell
15,070
-659
-4% -$47.4K 0.21% 108
2022
Q4 		$1.13M Sell
15,729
-28,600
-65% -$2.04M 0.23% 99
2022
Q3 		$2.93M Buy
44,329
+27,592
+165% +$1.99M 0.59% 28
2022
Q2 		$1.18M Sell
16,737
-24
-0.1% -$1.76K 0.22% 111
2022
Q1 		$1.3M Sell
16,761
-451
-3% -$34.1K 0.21% 117
2021
Q4 		$1.39M Sell
17,212
-122
-0.7% -$9.45K 0.2% 119
2021
Q3 		$1.27M Buy
17,334
+656
+4% +$50K 0.2% 122
2021
Q2 		$1.23M Buy
16,678
+2,643
+19% +$191K 0.2% 127
2021
Q1 		$971K Buy
14,035
+6,540
+87% +$442K 0.18% 145
2020
Q4 		$509K Buy
+7,495
New +$493K 0.11% 209
2020
Q3 		– Sell
-44,099
Closed -$2.67M – 338
2020
Q2 		$2.67M Sell
44,099
-37,034
-46% -$2.2M 0.69% 22
2020
Q1 		$4.38M Sell
81,133
-23,852
-23% -$1.51M 1.37% 13
2019
Q4 		$6.73M Hold
104,985
– – 2.41% 5
2019
Q3 		$6.73M Buy
104,985
+6,759
+7% +$428K 2.4% 5
2019
Q2 		$6.07M Buy
98,226
+3,759
+4% +$226K 2.31% 5
2019
Q1 		$5.61M Buy
94,467
+3,412
+4% +$191K 2.26% 5
2018
Q4 		$4.82M Buy
91,055
+81,950
+900% +$4.5M 2.45% 5
2018
Q3 		$518K Hold
9,105
– – 0.24% 107
2018
Q2 		$494K Sell
9,105
-204
-2% -$10.7K 0.28% 97
2018
Q1 		$477K Sell
9,309
-1,243
-12% -$65.8K 0.25% 105
2017
Q4 		$565K Buy
10,552
+1,970
+23% +$102K 0.28% 92
2017
Q3 		$434K Buy
8,582
+275
+3% +$13.7K 0.22% 106
2017
Q2 		$406K Buy
8,307
+544
+7% +$26.5K 0.19% 111
2017
Q1 		$370K Sell
7,763
-17,604
-69% -$824K 0.23% 117
2016
Q4 		$1.15M Sell
25,367
-3,907
-13% -$174K 0.84% 42
2016
Q3 		$1.33M Buy
29,274
+3,110
+12% +$144K 1.07% 32
2016
Q2 		$1.21M Sell
26,164
-9,635
-27% -$428K 0.99% 37
2016
Q1 		$1.57M Buy
+35,799
New +$1.49M 1.26% 28

Other funds holding USMV

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

V Wealth Advisors's USMV Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2023, closing a stake of 15,082 shares — an estimated $1.12M sold.

V Wealth Advisors first reported a position in USMV in Q1 2016 and held it in 29 quarters. The position peaked at $6.73M in Q4 2019. 1,145 funds tracked by Wall St. Rank hold USMV as of Q3 2023.

  • V Wealth Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 15,082 iShares MSCI USA Min Vol Factor ETF shares in Q3 2023, an estimated $1.12M.
  • V Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and held it in 29 quarters.
  • V Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $6.73M in Q4 2019.
  • 1,145 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.