Acorn Advisory Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Acorn Advisory Capital’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
2018 Q1	–	Sell	-342,714	Closed	-$18.1M	–	52
2017 Q4	$18.1M	Buy	+342,714	New	+$17.8M	11.83%	2

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

Acorn Advisory Capital's USMV Position: Q1 2018 in Review

Acorn Advisory Capital sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2018, closing a stake of 342,714 shares — an estimated $18.1M sold.

Acorn Advisory Capital first reported a position in USMV in Q4 2017 and held it in 1 quarter. The position peaked at $18.1M in Q4 2017. 468 funds tracked by Wall St. Rank hold USMV as of Q1 2018.

Acorn Advisory Capital reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2018 after selling out during the quarter.
Acorn Advisory Capital sold 342,714 iShares MSCI USA Min Vol Factor ETF shares in Q1 2018, an estimated $18.1M.
Acorn Advisory Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and held it in 1 quarter.
Acorn Advisory Capital's iShares MSCI USA Min Vol Factor ETF position peaked at $18.1M in Q4 2017.
468 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2018.

Based on Acorn Advisory Capital's 13F filing for Q1 2018, filed 11 May 2018.