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Avantax Planning Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Avantax Planning Partners’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
2020
Q1 		– Sell
-3,262
Closed -$214K – 314
2019
Q4 		$214K Hold
3,262
– – 0.01% 283
2019
Q3 		$209K Buy
+3,262
New +$207K 0.01% 290
2017
Q4 		– Sell
-8,836
Closed -$445K – 354
2017
Q3 		$445K Buy
+8,836
New +$441K 0.04% 220

Other funds holding USMV

Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $666B AUM 30.12% 1-Year Est. Return

Avantax Planning Partners's USMV Position: Q1 2020 in Review

Avantax Planning Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2020, closing a stake of 3,262 shares — an estimated $214K sold.

Avantax Planning Partners first reported a position in USMV in Q3 2017 and held it in 3 quarters. The position peaked at $445K in Q3 2017. 879 funds tracked by Wall St. Rank hold USMV as of Q1 2020.

  • Avantax Planning Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Avantax Planning Partners sold 3,262 iShares MSCI USA Min Vol Factor ETF shares in Q1 2020, an estimated $214K.
  • Avantax Planning Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2017 and held it in 3 quarters.
  • Avantax Planning Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $445K in Q3 2017.
  • 879 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2020.

Based on Avantax Planning Partners's 13F filing for Q1 2020, filed 27 Apr 2020.