American Institute for Advanced Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

American Institute for Advanced Investment Management’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
2021 Q1	–	Sell	-10,308	Closed	-$700K	–	116
2020 Q4	$700K	Sell	10,308 -2,660	-21%	-$175K	0.56%	52
2020 Q3	$826K	Sell	12,968 -1,225	-9%	-$77.7K	0.74%	43
2020 Q2	$861K	Buy	14,193 +55	+0.4%	+$3.26K	0.81%	42
2020 Q1	$764K	Buy	14,138 +2,645	+23%	+$168K	0.83%	39
2019 Q4	$754K	Buy	+11,493	New	+$738K	0.73%	43

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

American Institute for Advanced Investment Management's USMV Position: Q1 2021 in Review

American Institute for Advanced Investment Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 10,308 shares — an estimated $700K sold.

American Institute for Advanced Investment Management first reported a position in USMV in Q4 2019 and held it in 5 quarters. The position peaked at $861K in Q2 2020. 984 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

American Institute for Advanced Investment Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
American Institute for Advanced Investment Management sold 10,308 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $700K.
American Institute for Advanced Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 5 quarters.
American Institute for Advanced Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $861K in Q2 2020.
984 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on American Institute for Advanced Investment Management's 13F filing for Q1 2021, filed 18 May 2021.