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Zullo Investment Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-972
Closed -$70.1K – 680
2022
Q4 		$70.1K Sell
972
-10
-1% -$712 0.04% 234
2022
Q3 		$65K Sell
982
-31
-3% -$2.23K 0.04% 237
2022
Q2 		$71K Sell
1,013
-251
-20% -$18.4K 0.04% 239
2022
Q1 		$98K Hold
1,264
– – 0.05% 230
2021
Q4 		$102K Buy
+1,264
New +$97.9K 0.05% 227

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Zullo Investment Group's USMV Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2023, closing a stake of 972 shares — an estimated $70.1K sold.

Zullo Investment Group first reported a position in USMV in Q4 2021 and held it in 5 quarters. The position peaked at $102K in Q4 2021. 1,127 funds tracked by Wall St. Rank hold USMV as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 972 iShares MSCI USA Min Vol Factor ETF shares in Q1 2023, an estimated $70.1K.
  • Zullo Investment Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares MSCI USA Min Vol Factor ETF position peaked at $102K in Q4 2021.
  • 1,127 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.