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Arden Trust’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Arden Trust’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
-3,608
Closed -$245K – 326
2020
Q4 		$245K Hold
3,608
– – 0.04% 279
2020
Q3 		$230K Hold
3,608
– – 0.04% 276
2020
Q2 		$219K Sell
3,608
-3,210
-47% -$190K 0.04% 293
2020
Q1 		$368K Sell
6,818
-339
-5% -$21.5K 0.07% 209
2019
Q4 		$470K Hold
7,157
– – 0.07% 230
2019
Q3 		$458K Hold
7,157
– – 0.07% 230
2019
Q2 		$442K Sell
7,157
-508
-7% -$30.5K 0.07% 226
2019
Q1 		$451K Hold
7,665
– – 0.07% 238
2018
Q4 		$402K Sell
7,665
-824
-10% -$45.3K 0.07% 226
2018
Q3 		$484K Sell
8,489
-163
-2% -$9.08K 0.08% 231
2018
Q2 		$460K Hold
8,652
– – 0.07% 225
2018
Q1 		$450K Hold
8,652
– – 0.07% 233
2017
Q4 		$457K Sell
8,652
-103
-1% -$5.34K 0.07% 224
2017
Q3 		$440K Sell
8,755
-1,406
-14% -$70.1K 0.07% 245
2017
Q2 		$497K Sell
10,161
-677
-6% -$33K 0.08% 238
2017
Q1 		$517K Sell
10,838
-161
-1% -$7.54K 0.08% 222
2016
Q4 		$497K Buy
10,999
+1,625
+17% +$72.5K 0.08% 235
2016
Q3 		$426K Buy
+9,374
New +$434K 0.07% 235
2015
Q1 		– Sell
-9,938
Closed -$402K – 475
2014
Q4 		$402K Sell
9,938
-32
-0.3% -$1.26K 0.06% 256
2014
Q3 		$376K Sell
9,970
-81
-0.8% -$3.05K 0.05% 257
2014
Q2 		$374K Sell
10,051
-1,930
-16% -$70.6K 0.05% 241
2014
Q1 		$432K Buy
11,981
+2,263
+23% +$80K 0.05% 240
2013
Q4 		$345K Buy
9,718
+469
+5% +$16.3K 0.04% 251
2013
Q3 		$307K Buy
+9,249
New +$309K 0.04% 256

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arden Trust's USMV Position: Q1 2021 in Review

Arden Trust sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 3,608 shares — an estimated $245K sold.

Arden Trust first reported a position in USMV in Q3 2013 and held it in 24 quarters. The position peaked at $517K in Q1 2017. 983 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

  • Arden Trust reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Arden Trust sold 3,608 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $245K.
  • Arden Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2013 and held it in 24 quarters.
  • Arden Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $517K in Q1 2017.
  • 983 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on Arden Trust's 13F filing for Q1 2021, filed 23 Apr 2021.