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Altshuler Shaham’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Altshuler Shaham’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
-291
Closed -$5K – 398
2019
Q1 		$5K Buy
+291
New +$16.3K ﹤0.01% 286
2018
Q4 		– Sell
-291
Closed -$5K – 305
2018
Q3 		$5K Buy
+291
New +$16.2K ﹤0.01% 243

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

Altshuler Shaham's USMV Position: Q2 2019 in Review

Altshuler Shaham sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2019, closing a stake of 291 shares — an estimated $5K sold.

Altshuler Shaham first reported a position in USMV in Q3 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 692 funds tracked by Wall St. Rank hold USMV as of Q2 2019.

  • Altshuler Shaham reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2019 after selling out during the quarter.
  • Altshuler Shaham sold 291 iShares MSCI USA Min Vol Factor ETF shares in Q2 2019, an estimated $5K.
  • Altshuler Shaham first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2018 and held it in 2 quarters.
  • Altshuler Shaham's iShares MSCI USA Min Vol Factor ETF position peaked at $5K in Q1 2019.
  • 692 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2019.

Based on Altshuler Shaham's 13F filing for Q2 2019, filed 6 Aug 2019.