Alpha Cubed Investments’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Alpha Cubed Investments’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
2020 Q1	–	Sell	-4,768	Closed	-$313K	–	260
2019 Q4	$313K	Sell	4,768 -217	-4%	-$13.9K	0.03%	191
2019 Q3	$320K	Buy	+4,985	New	+$316K	0.04%	175
2019 Q1	–	Sell	-4,791	Closed	-$251K	–	257
2018 Q4	$251K	Buy	4,791 +1,117	+30%	+$61.4K	0.04%	173
2018 Q3	$204K	Buy	+3,674	New	+$205K	0.02%	297

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Alpha Cubed Investments's USMV Position: Q1 2020 in Review

Alpha Cubed Investments sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2020, closing a stake of 4,768 shares — an estimated $313K sold.

Alpha Cubed Investments first reported a position in USMV in Q3 2018 and held it in 4 quarters. The position peaked at $320K in Q3 2019. 879 funds tracked by Wall St. Rank hold USMV as of Q1 2020.

Alpha Cubed Investments reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Alpha Cubed Investments sold 4,768 iShares MSCI USA Min Vol Factor ETF shares in Q1 2020, an estimated $313K.
Alpha Cubed Investments first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2018 and held it in 4 quarters.
Alpha Cubed Investments's iShares MSCI USA Min Vol Factor ETF position peaked at $320K in Q3 2019.
879 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2020.

Based on Alpha Cubed Investments's 13F filing for Q1 2020, filed 10 Apr 2020.