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

Aurora Financial 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
2017 Q4	$5.55M	Buy	+105,190	New	+$5.46M	3.98%	2

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NLI

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

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

Aurora Financial Advisors's USMV Position: Q4 2017 in Review

Aurora Financial Advisors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2017: 105,190 shares worth $5.55M. The stake represents 3.98% of the portfolio and ranks #2 among its holdings.

455 funds tracked by Wall St. Rank hold USMV as of Q4 2017.

Aurora Financial Advisors held 105,190 shares of iShares MSCI USA Min Vol Factor ETF worth $5.55M as of Q4 2017.
iShares MSCI USA Min Vol Factor ETF was a new Aurora Financial Advisors position in Q4 2017.
iShares MSCI USA Min Vol Factor ETF made up 3.98% of Aurora Financial Advisors's portfolio in Q4 2017, its #2 holding.
455 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2017.

Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.