Apriem Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Apriem Advisors’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
2018 Q3	–	Sell	-1,000	Closed	-$53K	–	367
2018 Q2	$53K	Buy	+1,000	New	+$52.6K	0.01%	242
2017 Q2	–	Sell	-1,906	Closed	-$91K	–	524
2017 Q1	$91K	Buy	1,906 +1,586	+496%	+$74.3K	0.02%	182
2016 Q4	$14K	Buy	+320	New	+$14.3K	﹤0.01%	410

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Apriem Advisors's USMV Position: Q3 2018 in Review

Apriem Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2018, closing a stake of 1,000 shares — an estimated $53K sold.

Apriem Advisors first reported a position in USMV in Q4 2016 and held it in 3 quarters. The position peaked at $91K in Q1 2017. 488 funds tracked by Wall St. Rank hold USMV as of Q3 2018.

Apriem Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 1,000 iShares MSCI USA Min Vol Factor ETF shares in Q3 2018, an estimated $53K.
Apriem Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and held it in 3 quarters.
Apriem Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $91K in Q1 2017.
488 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.