Arthur M. Cohen & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Arthur M. Cohen & Associates’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	-6,081	Closed	-$413K	–	142
2020 Q4	$413K	Buy	6,081 +27	+0.4%	+$1.78K	0.1%	105
2020 Q3	$385K	Buy	6,054 +30	+0.5%	+$1.9K	0.1%	103
2020 Q2	$365K	Buy	6,024 +14	+0.2%	+$831	0.11%	89
2020 Q1	$312K	Buy	6,010 +17	+0.3%	+$1.08K	0.12%	85
2019 Q4	$393K	Buy	5,993 +16	+0.3%	+$1.03K	0.12%	90
2019 Q3	$383K	Buy	+5,977	New	+$379K	0.11%	87

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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arthur M. Cohen & Associates's USMV Position: Q1 2021 in Review

Arthur M. Cohen & Associates sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 6,081 shares — an estimated $413K sold.

Arthur M. Cohen & Associates first reported a position in USMV in Q3 2019 and held it in 6 quarters. The position peaked at $413K in Q4 2020. 983 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

Arthur M. Cohen & Associates reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
Arthur M. Cohen & Associates sold 6,081 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $413K.
Arthur M. Cohen & Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 6 quarters.
Arthur M. Cohen & Associates's iShares MSCI USA Min Vol Factor ETF position peaked at $413K in Q4 2020.
983 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on Arthur M. Cohen & Associates's 13F filing for Q1 2021, filed 22 Apr 2021.