1834 Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

1834 Investment 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
2020 Q4	–	Sell	-427	Closed	-$27K	–	478
2020 Q3	$27K	Sell	427 -402	-48%	-$25.5K	﹤0.01%	293
2020 Q2	$50K	Hold	829	–	–	0.01%	243
2020 Q1	$45K	Hold	829	–	–	0.01%	257
2019 Q4	$54K	Hold	829	–	–	0.01%	272
2019 Q3	$53K	Sell	829 -905	-52%	-$57.3K	0.01%	273
2019 Q2	$107K	Buy	+1,734	New	+$104K	0.02%	233
2018 Q2	–	Sell	-534	Closed	-$28K	–	465
2018 Q1	$28K	Buy	+534	New	+$28.3K	﹤0.01%	322

Other funds holding USMV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1834 Investment Advisors's USMV Position: Q4 2020 in Review

1834 Investment Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2020, closing a stake of 427 shares — an estimated $27K sold.

1834 Investment Advisors first reported a position in USMV in Q1 2018 and held it in 7 quarters. The position peaked at $107K in Q2 2019. 1,024 funds tracked by Wall St. Rank hold USMV as of Q4 2020.

1834 Investment Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
1834 Investment Advisors sold 427 iShares MSCI USA Min Vol Factor ETF shares in Q4 2020, an estimated $27K.
1834 Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and held it in 7 quarters.
1834 Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $107K in Q2 2019.
1,024 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2020.

Based on 1834 Investment Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.