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American Economic Planning Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

American Economic Planning Group’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
Q1 		– Sell
-65,945
Closed -$2.98M – 80
2016
Q4 		$2.98M Buy
65,945
+4,578
+7% +$204K 1.28% 7
2016
Q3 		$2.79M Buy
61,367
+8,468
+16% +$392K 1.12% 7
2016
Q2 		$2.44M Buy
52,899
+12,270
+30% +$545K 0.98% 8
2016
Q1 		$1.78M Buy
40,629
+18,330
+82% +$763K 0.72% 10
2015
Q4 		$933K Buy
22,299
+108
+0.5% +$4.5K 0.36% 19
2015
Q3 		$879K Buy
22,191
+7,459
+51% +$305K 0.39% 18
2015
Q2 		$594K Buy
14,732
+213
+1% +$8.8K 0.24% 23
2015
Q1 		$599K Buy
14,519
+665
+5% +$27.4K 0.23% 22
2014
Q4 		$561K Buy
13,854
+1,868
+16% +$73.5K 0.22% 22
2014
Q3 		$452K Sell
11,986
-525
-4% -$19.7K 0.18% 24
2014
Q2 		$466K Buy
12,511
+422
+3% +$15.4K 0.17% 24
2014
Q1 		$436K Buy
12,089
+143
+1% +$5.06K 0.17% 21
2013
Q4 		$424K Buy
+11,946
New +$414K 0.15% 23

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Economic Planning Group's USMV Position: Q1 2017 in Review

American Economic Planning Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2017, closing a stake of 65,945 shares — an estimated $2.98M sold.

American Economic Planning Group first reported a position in USMV in Q4 2013 and held it in 13 quarters. The position peaked at $2.98M in Q4 2016. 342 funds tracked by Wall St. Rank hold USMV as of Q1 2017.

  • American Economic Planning Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2017 after selling out during the quarter.
  • American Economic Planning Group sold 65,945 iShares MSCI USA Min Vol Factor ETF shares in Q1 2017, an estimated $2.98M.
  • American Economic Planning Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2013 and held it in 13 quarters.
  • American Economic Planning Group's iShares MSCI USA Min Vol Factor ETF position peaked at $2.98M in Q4 2016.
  • 342 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2017.

Based on American Economic Planning Group's 13F filing for Q1 2017, filed 20 Apr 2017.