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RAFFA WEALTH MANAGEMENT, LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
-54,740
Closed -$4.43M – 1158
2021
Q4 		$4.43M Hold
54,740
– – 1.45% 8
2021
Q3 		$4.02M Sell
54,740
-734
-1% -$55.9K 1.39% 8
2021
Q2 		$4.08M Sell
55,474
-31,266
-36% -$2.26M 1.41% 8
2021
Q1 		$6M Sell
86,740
-15,100
-15% -$1.02M 2.11% 7
2020
Q4 		$6.91M Sell
101,840
-7,640
-7% -$503K 2.46% 7
2020
Q3 		$6.98M Hold
109,480
– – 2.62% 7
2020
Q2 		$6.64M Buy
109,480
+54,740
+100% +$3.25M 2.53% 7
2020
Q1 		$2.96M Buy
54,740
+12,740
+30% +$808K 1.1% 7
2019
Q4 		$2.76M Hold
42,000
– – 0.96% 8
2019
Q3 		$2.69M Buy
+42,000
New +$2.66M 0.96% 8
2019
Q1 		– Sell
-20,308
Closed -$1.06M – 746
2018
Q4 		$1.06M Buy
20,308
+115
+0.6% +$6.32K 0.41% 25
2018
Q3 		$1.15M Hold
20,193
– – 0.41% 27
2018
Q2 		$1.07M Buy
20,193
+5,000
+33% +$263K 0.4% 26
2018
Q1 		$789K Hold
15,193
– – 0.29% 25
2017
Q4 		$802K Buy
15,193
+2,014
+15% +$104K 0.31% 29
2017
Q3 		$663K Buy
13,179
+3,072
+30% +$153K 0.27% 31
2017
Q2 		$495K Buy
+10,107
New +$492K 0.21% 36

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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

RAFFA WEALTH MANAGEMENT, LLC's USMV Position: Q1 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2022, closing a stake of 54,740 shares — an estimated $4.43M sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in USMV in Q2 2017 and held it in 17 quarters. The position peaked at $6.98M in Q3 2020. 1,121 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 54,740 iShares MSCI USA Min Vol Factor ETF shares in Q1 2022, an estimated $4.43M.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2017 and held it in 17 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $6.98M in Q3 2020.
  • 1,121 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2022, filed 27 Jul 2026.