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

WESPAC 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
2022
Q3 		– Sell
-3,056
Closed -$215K – 106
2022
Q2 		$215K Buy
+3,056
New +$224K 0.16% 83
2020
Q1 		– Sell
-9,863
Closed -$647K – 87
2019
Q4 		$647K Buy
+9,863
New +$633K 0.63% 58

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

WESPAC Advisors's USMV Position: Q3 2022 in Review

WESPAC Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2022, closing a stake of 3,056 shares — an estimated $215K sold.

WESPAC Advisors first reported a position in USMV in Q4 2019 and held it in 2 quarters. The position peaked at $647K in Q4 2019. 1,062 funds tracked by Wall St. Rank hold USMV as of Q3 2022.

  • WESPAC Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • WESPAC Advisors sold 3,056 iShares MSCI USA Min Vol Factor ETF shares in Q3 2022, an estimated $215K.
  • WESPAC Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 2 quarters.
  • WESPAC Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $647K in Q4 2019.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2022.

Based on WESPAC Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.