All Terrain Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

All Terrain Financial 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
2021 Q1	–	Sell	-11,250	Closed	-$764K	–	119
2020 Q4	$764K	Buy	+11,250	New	+$741K	0.3%	45
2018 Q3	–	Sell	-10,308	Closed	-$548K	–	264
2018 Q2	$548K	Sell	10,308 -13,250	-56%	-$697K	0.25%	73
2018 Q1	$1.22M	Hold	23,558	–	–	0.56%	40
2017 Q4	$1.24M	Buy	+23,558	New	+$1.22M	0.57%	41

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

All Terrain Financial Advisors's USMV Position: Q1 2021 in Review

All Terrain Financial Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 11,250 shares — an estimated $764K sold.

All Terrain Financial Advisors first reported a position in USMV in Q4 2017 and held it in 4 quarters. The position peaked at $1.24M in Q4 2017. 983 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

All Terrain Financial Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
All Terrain Financial Advisors sold 11,250 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $764K.
All Terrain Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and held it in 4 quarters.
All Terrain Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.24M in Q4 2017.
983 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on All Terrain Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.