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AGF Investments Inc’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

AGF Investments Inc’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
2019
Q2 		– Sell
-11,354
Closed -$668K – 373
2019
Q1 		$668K Sell
11,354
-2,614
-19% -$146K 0.01% 313
2018
Q4 		$732K Sell
13,968
-4,223
-23% -$232K 0.01% 314
2018
Q3 		$1.04M Sell
18,191
-1,135
-6% -$63.2K 0.01% 294
2018
Q2 		$1.03M Sell
19,326
-360
-2% -$18.9K 0.01% 295
2018
Q1 		$1.02M Sell
19,686
-3,348
-15% -$177K 0.01% 295
2017
Q4 		$1.22M Sell
23,034
-5,794
-20% -$301K 0.01% 301
2017
Q3 		$1.45M Buy
28,828
+14,121
+96% +$704K 0.02% 268
2017
Q2 		$720K Sell
14,707
-187
-1% -$9.11K 0.01% 306
2017
Q1 		$710K Sell
14,894
-1,530
-9% -$71.6K 0.01% 315
2016
Q4 		$742K Sell
16,424
-6,349
-28% -$283K 0.01% 314
2016
Q3 		$1.03M Buy
22,773
+9,383
+70% +$434K 0.01% 304
2016
Q2 		$619K Buy
13,390
+184
+1% +$8.17K 0.01% 322
2016
Q1 		$579K Buy
13,206
+4,933
+60% +$205K 0.01% 320
2015
Q4 		$346K Buy
8,273
+7,372
+818% +$307K ﹤0.01% 338
2015
Q3 		$36K Buy
+901
New +$36.8K ﹤0.01% 395

Other funds holding USMV

Bank of America
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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

AGF Investments Inc's USMV Position: Q2 2019 in Review

AGF Investments Inc sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2019, closing a stake of 11,354 shares — an estimated $668K sold.

AGF Investments Inc first reported a position in USMV in Q3 2015 and held it in 15 quarters. The position peaked at $1.45M in Q3 2017. 692 funds tracked by Wall St. Rank hold USMV as of Q2 2019.

  • AGF Investments Inc reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2019 after selling out during the quarter.
  • AGF Investments Inc sold 11,354 iShares MSCI USA Min Vol Factor ETF shares in Q2 2019, an estimated $668K.
  • AGF Investments Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2015 and held it in 15 quarters.
  • AGF Investments Inc's iShares MSCI USA Min Vol Factor ETF position peaked at $1.45M in Q3 2017.
  • 692 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2019.

Based on AGF Investments Inc's 13F filing for Q2 2019, filed 30 Jul 2019.