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

AGF Investments LLC’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
2021 Q1	–	Sell	-321	Closed	-$22K	–	512
2020 Q4	$22K	Sell	321 -203	-39%	-$13.4K	﹤0.01%	404
2020 Q3	$33K	Buy	524 +25	+5%	+$1.59K	﹤0.01%	375
2020 Q2	$30K	Hold	499	–	–	﹤0.01%	410
2020 Q1	$27K	Sell	499 -37	-7%	-$2.35K	﹤0.01%	431
2019 Q4	$35K	Hold	536	–	–	0.01%	437
2019 Q3	$34K	Sell	536 -27	-5%	-$1.71K	0.01%	437
2019 Q2	$35K	Hold	563	–	–	0.01%	439
2019 Q1	$33K	Buy	563 +284	+102%	+$15.9K	0.01%	404
2018 Q4	$15K	Sell	279 -274	-50%	-$15.1K	﹤0.01%	552
2018 Q3	$32K	Sell	553 -14	-2%	-$780	﹤0.01%	460
2018 Q2	$30	Buy	567 +553	+3,950%	+$29.1K	﹤0.01%	547
2018 Q1	$1K	Buy	+14	New	+$741	﹤0.01%	642

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

AGF Investments LLC's USMV Position: Q1 2021 in Review

AGF Investments LLC sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 321 shares — an estimated $22K sold.

AGF Investments LLC first reported a position in USMV in Q1 2018 and held it in 12 quarters. The position peaked at $35K in Q4 2019. 983 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

AGF Investments LLC reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
AGF Investments LLC sold 321 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $22K.
AGF Investments LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and held it in 12 quarters.
AGF Investments LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $35K in Q4 2019.
983 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on AGF Investments LLC's 13F filing for Q1 2021, filed 14 May 2021.