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Appropriate Balance Financial Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Appropriate Balance Financial 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
2016
Q2 		– Sell
-6,387
Closed -$280K – 34
2016
Q1 		$280K Buy
+6,387
New +$266K 0.19% 28

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Appropriate Balance Financial Services's USMV Position: Q2 2016 in Review

Appropriate Balance Financial Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2016, closing a stake of 6,387 shares — an estimated $280K sold.

Appropriate Balance Financial Services first reported a position in USMV in Q1 2016 and held it in 1 quarter. The position peaked at $280K in Q1 2016. 291 funds tracked by Wall St. Rank hold USMV as of Q2 2016.

  • Appropriate Balance Financial Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2016 after selling out during the quarter.
  • Appropriate Balance Financial Services sold 6,387 iShares MSCI USA Min Vol Factor ETF shares in Q2 2016, an estimated $280K.
  • Appropriate Balance Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and held it in 1 quarter.
  • Appropriate Balance Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $280K in Q1 2016.
  • 291 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2016.

Based on Appropriate Balance Financial Services's 13F filing for Q2 2016, filed 12 Jul 2016.