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Allegis Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Allegis Investment 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
2017
Q2 		– Sell
-8,272
Closed -$395K – 303
2017
Q1 		$395K Buy
+8,272
New +$387K 0.1% 175
2016
Q1 		– Sell
-667
Closed -$28K – 862
2015
Q4 		$28K Buy
+667
New +$27.8K 0.02% 434

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allegis Investment Advisors's USMV Position: Q2 2017 in Review

Allegis Investment Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2017, closing a stake of 8,272 shares — an estimated $395K sold.

Allegis Investment Advisors first reported a position in USMV in Q4 2015 and held it in 2 quarters. The position peaked at $395K in Q1 2017. 360 funds tracked by Wall St. Rank hold USMV as of Q2 2017.

  • Allegis Investment Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2017 after selling out during the quarter.
  • Allegis Investment Advisors sold 8,272 iShares MSCI USA Min Vol Factor ETF shares in Q2 2017, an estimated $395K.
  • Allegis Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and held it in 2 quarters.
  • Allegis Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $395K in Q1 2017.
  • 360 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2017.

Based on Allegis Investment Advisors's 13F filing for Q2 2017, filed 3 Aug 2017.