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Versant Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Versant Capital 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
2022
Q1 		– Sell
-131
Closed -$11K – 1639
2021
Q4 		$11K Hold
131
– – ﹤0.01% 702
2021
Q3 		$10K Buy
+131
New +$9.98K ﹤0.01% 706

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Versant Capital Management's USMV Position: Q1 2022 in Review

Versant Capital Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2022, closing a stake of 131 shares — an estimated $11K sold.

Versant Capital Management first reported a position in USMV in Q3 2021 and held it in 2 quarters. The position peaked at $11K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

  • Versant Capital Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Versant Capital Management sold 131 iShares MSCI USA Min Vol Factor ETF shares in Q1 2022, an estimated $11K.
  • Versant Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2021 and held it in 2 quarters.
  • Versant Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $11K in Q4 2021.
  • 1,121 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on Versant Capital Management's 13F filing for Q1 2022, filed 29 Apr 2022.