Aris Wealth Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Aris Wealth 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
2015 Q3	$879K	Buy	22,196 +3,175	+17%	+$130K	1.84%	17
2015 Q2	$767K	Buy	19,021 +163	+0.9%	+$6.74K	0.7%	51
2015 Q1	$778K	Buy	18,858 +1,541	+9%	+$63.5K	0.73%	45
2014 Q4	$701K	Buy	17,317 +2,494	+17%	+$98.2K	0.78%	45
2014 Q3	$559K	Buy	14,823 +4,052	+38%	+$152K	0.69%	55
2014 Q2	$401K	Buy	10,771 +1,895	+21%	+$69.3K	0.52%	75
2014 Q1	$320K	Buy	8,876 +1,405	+19%	+$49.7K	0.47%	75
2013 Q4	$265K	Buy	+7,471	New	+$259K	0.45%	74

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Aris Wealth Services's USMV Position: Q3 2015 in Review

Aris Wealth Services increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 17% in Q3 2015, buying an estimated $130K and bringing the position to 22,196 shares worth $879K. The position accounts for 1.84% of the portfolio, ranked #17.

Aris Wealth Services first reported a position in USMV in Q4 2013 and has held it in 8 quarters since. 185 funds tracked by Wall St. Rank hold USMV as of Q3 2015.

Aris Wealth Services held 22,196 shares of iShares MSCI USA Min Vol Factor ETF worth $879K as of Q3 2015.
Aris Wealth Services bought 3,175 iShares MSCI USA Min Vol Factor ETF shares in Q3 2015, an estimated $130K.
iShares MSCI USA Min Vol Factor ETF made up 1.84% of Aris Wealth Services's portfolio in Q3 2015, its #17 holding.
Aris Wealth Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2013 and has held it in 8 quarters since.
185 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.