W.H. Cornerstone Investments’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

W.H. Cornerstone Investments’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 Q3	–	Sell	-3,049	Closed	-$256K	–	134
2024 Q2	$256K	Sell	3,049 -1,611	-35%	-$133K	0.18%	106
2024 Q1	$389K	Sell	4,660 -1,733	-27%	-$140K	0.28%	83
2023 Q4	$499K	Sell	6,393 -2,714	-30%	-$203K	0.4%	71
2023 Q3	$659K	Buy	9,107 +36	+0.4%	+$2.68K	0.58%	58
2023 Q2	$674K	Buy	9,071 +756	+9%	+$55.2K	0.6%	54
2023 Q1	$605K	Buy	8,315 +1,835	+28%	+$132K	0.55%	55
2022 Q4	$477K	Buy	6,480 +146	+2%	+$10.4K	0.45%	62
2022 Q3	$419K	Buy	+6,334	New	+$457K	0.44%	67

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

W.H. Cornerstone Investments's USMV Position: Q3 2024 in Review

W.H. Cornerstone Investments sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2024, closing a stake of 3,049 shares — an estimated $256K sold.

W.H. Cornerstone Investments first reported a position in USMV in Q3 2022 and held it in 8 quarters. The position peaked at $674K in Q2 2023. 1,187 funds tracked by Wall St. Rank hold USMV as of Q3 2024.

W.H. Cornerstone Investments reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
W.H. Cornerstone Investments sold 3,049 iShares MSCI USA Min Vol Factor ETF shares in Q3 2024, an estimated $256K.
W.H. Cornerstone Investments first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2022 and held it in 8 quarters.
W.H. Cornerstone Investments's iShares MSCI USA Min Vol Factor ETF position peaked at $674K in Q2 2023.
1,187 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2024.

Based on W.H. Cornerstone Investments's 13F filing for Q3 2024, filed 30 Oct 2024.