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Aviance Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Aviance Capital Management’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
2018
Q2 		– Sell
-5,454
Closed -$283K – 284
2018
Q1 		$283K Buy
5,454
+2,041
+60% +$108K 0.02% 175
2017
Q4 		$180K Sell
3,413
-412
-11% -$21.4K 0.01% 183
2017
Q3 		$193K Sell
3,825
-3,304
-46% -$165K 0.01% 178
2017
Q2 		$349K Sell
7,129
-2,273
-24% -$111K 0.02% 154
2017
Q1 		$449K Sell
9,402
-6,406
-41% -$300K 0.03% 157
2016
Q4 		$715K Sell
15,808
-967,599
-98% -$43.2M 0.04% 143
2016
Q3 		$44.7M Buy
983,407
+28,807
+3% +$1.33M 1.24% 19
2016
Q2 		$44.1M Buy
954,600
+168,669
+21% +$7.49M 1.33% 18
2016
Q1 		$34.5M Sell
785,931
-66,536
-8% -$2.77M 1.14% 23
2015
Q4 		$35.6M Buy
852,467
+71,211
+9% +$2.97M 1.17% 21
2015
Q3 		$30.9M Buy
+781,256
New +$31.9M 1.08% 22
2015
Q2 		– Sell
-56,581
Closed -$2.33M – 229
2015
Q1 		$2.33M Buy
56,581
+28,794
+104% +$1.19M 0.09% 116
2014
Q4 		$1.13M Buy
27,787
+9,228
+50% +$363K 0.04% 165
2014
Q3 		$699K Sell
18,559
-14,023
-43% -$527K 0.03% 200
2014
Q2 		$1.21M Buy
32,582
+9,636
+42% +$352K 0.05% 154
2014
Q1 		$827K Buy
22,946
+16,569
+260% +$586K 0.04% 165
2013
Q4 		$226K Buy
+6,377
New +$221K 0.12% 129

Other funds holding USMV

Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aviance Capital Management's USMV Position: Q2 2018 in Review

Aviance Capital Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2018, closing a stake of 5,454 shares — an estimated $283K sold.

Aviance Capital Management first reported a position in USMV in Q4 2013 and held it in 17 quarters. The position peaked at $44.7M in Q3 2016. 463 funds tracked by Wall St. Rank hold USMV as of Q2 2018.

  • Aviance Capital Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2018 after selling out during the quarter.
  • Aviance Capital Management sold 5,454 iShares MSCI USA Min Vol Factor ETF shares in Q2 2018, an estimated $283K.
  • Aviance Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2013 and held it in 17 quarters.
  • Aviance Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $44.7M in Q3 2016.
  • 463 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2018.

Based on Aviance Capital Management's 13F filing for Q2 2018, filed 9 Aug 2018.