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Wealthsimple’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wealthsimple’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
Q3 		$2.27M Sell
34,375
-11
-0% -$793 0.08% 8
2022
Q2 		$2.41M Hold
34,386
– – 0.08% 8
2022
Q1 		$2.67M Buy
34,386
+70
+0.2% +$5.3K 0.08% 8
2021
Q4 		$2.78M Buy
+34,316
New +$2.66M 0.09% 7

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthsimple's USMV Position: Q3 2022 in Review

Wealthsimple reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.03% in Q3 2022, selling an estimated $793 and leaving 34,375 shares worth $2.27M. The position accounts for 0.08% of the portfolio, ranked #8.

Wealthsimple first reported a position in USMV in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.78M in Q4 2021. 1,062 funds tracked by Wall St. Rank hold USMV as of Q3 2022.

  • Wealthsimple held 34,375 shares of iShares MSCI USA Min Vol Factor ETF worth $2.27M as of Q3 2022.
  • Wealthsimple sold 11 iShares MSCI USA Min Vol Factor ETF shares in Q3 2022, an estimated $793.
  • iShares MSCI USA Min Vol Factor ETF made up 0.08% of Wealthsimple's portfolio in Q3 2022, its #8 holding.
  • Wealthsimple first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 4 quarters since.
  • Wealthsimple's iShares MSCI USA Min Vol Factor ETF position peaked at $2.78M in Q4 2021.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.