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Woodmont Investment Counsel’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Woodmont Investment Counsel’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
Q2 		– Sell
-966
Closed -$80.7K – 353
2024
Q1 		$80.7K Buy
+966
New +$77.9K 0.01% 281

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Woodmont Investment Counsel's USMV Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2024, closing a stake of 966 shares — an estimated $80.7K sold.

Woodmont Investment Counsel first reported a position in USMV in Q1 2024 and held it in 1 quarter. The position peaked at $80.7K in Q1 2024. 1,164 funds tracked by Wall St. Rank hold USMV as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 966 iShares MSCI USA Min Vol Factor ETF shares in Q2 2024, an estimated $80.7K.
  • Woodmont Investment Counsel first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's iShares MSCI USA Min Vol Factor ETF position peaked at $80.7K in Q1 2024.
  • 1,164 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.