American Financial Network Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

American Financial Network Advisory Services’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 Q3	$9.22M	Sell	143,792 -117,768	-45%	-$7.46M	13.76%	1
2019 Q2	$16.1M	Sell	261,560 -16,318	-6%	-$980K	12.66%	2
2019 Q1	$16.2M	Buy	277,878 +251,947	+972%	+$14.1M	11.98%	2
2018 Q4	$1.36M	Sell	25,931 -4,188	-14%	-$230K	0.96%	19
2018 Q3	$1.73M	Buy	30,119 +30,016	+29,142%	+$1.67M	0.91%	22
2018 Q2	$1.6K	Sell	103 -6	-6%	-$316	0.87%	25
2018 Q1	$1.5K	Sell	109 -47,047	-100%	-$2.49M	0.78%	28
2017 Q4	$2.49M	Buy	47,156 +674	+1%	+$35K	1.04%	19
2017 Q3	$2.34M	Buy	+46,482	New	+$2.32M	1.01%	17

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

American Financial Network Advisory Services's USMV Position: Q3 2019 in Review

American Financial Network Advisory Services reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 45% in Q3 2019, selling an estimated $7.46M and leaving 143,792 shares worth $9.22M. The position accounts for 13.76% of the portfolio, ranked #1.

American Financial Network Advisory Services first reported a position in USMV in Q3 2017 and has held it in 9 quarters since. The position peaked at $16.2M in Q1 2019. 765 funds tracked by Wall St. Rank hold USMV as of Q3 2019.

American Financial Network Advisory Services held 143,792 shares of iShares MSCI USA Min Vol Factor ETF worth $9.22M as of Q3 2019.
American Financial Network Advisory Services sold 117,768 iShares MSCI USA Min Vol Factor ETF shares in Q3 2019, an estimated $7.46M.
iShares MSCI USA Min Vol Factor ETF made up 13.76% of American Financial Network Advisory Services's portfolio in Q3 2019, its #1 holding.
American Financial Network Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2017 and has held it in 9 quarters since.
American Financial Network Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $16.2M in Q1 2019.
765 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2019.

Based on American Financial Network Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.