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

Accuvest Global 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
2013
Q3 		– Sell
-298,050
Closed -$9.71M – 68
2013
Q2 		$9.71M Buy
+298,050
New +$9.91M 2.14% 16

Other funds holding USMV

AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Accuvest Global Advisors's USMV Position: Q3 2013 in Review

Accuvest Global Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2013, closing a stake of 298,050 shares — an estimated $9.71M sold.

Accuvest Global Advisors first reported a position in USMV in Q2 2013 and held it in 1 quarter. The position peaked at $9.71M in Q2 2013. 85 funds tracked by Wall St. Rank hold USMV as of Q3 2013.

  • Accuvest Global Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2013 after selling out during the quarter.
  • Accuvest Global Advisors sold 298,050 iShares MSCI USA Min Vol Factor ETF shares in Q3 2013, an estimated $9.71M.
  • Accuvest Global Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and held it in 1 quarter.
  • Accuvest Global Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $9.71M in Q2 2013.
  • 85 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2013.

Based on Accuvest Global Advisors's 13F filing for Q3 2013, filed 16 Oct 2013.