B. Riley Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

B. Riley Wealth 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
2021 Q3	–	Sell	-2,745	Closed	-$202K	–	654
2021 Q2	$202K	Buy	+2,745	New	+$198K	0.02%	383
2020 Q3	–	Sell	-328,543	Closed	-$19.5M	–	523
2020 Q2	$19.5M	Buy	328,543 +313,543	+2,090%	+$18.6M	2.14%	7
2020 Q1	$810K	Sell	15,000 -6,578	-30%	-$417K	0.09%	201
2019 Q4	$1.42M	Buy	21,578 +2,007	+10%	+$129K	0.21%	108
2019 Q3	$1.25M	Sell	19,571 -314	-2%	-$19.9K	0.22%	105
2019 Q2	$1.23K	Buy	19,885 +4,580	+30%	+$275K	0.19%	106
2019 Q1	$900K	Buy	15,305 +642	+4%	+$36K	0.16%	146
2018 Q4	$768K	Buy	+14,663	New	+$806K	0.16%	142

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 $1.37T AUM 24.88% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Management's USMV Position: Q3 2021 in Review

B. Riley Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2021, closing a stake of 2,745 shares — an estimated $202K sold.

B. Riley Wealth Management first reported a position in USMV in Q4 2018 and held it in 8 quarters. The position peaked at $19.5M in Q2 2020. 972 funds tracked by Wall St. Rank hold USMV as of Q3 2021.

B. Riley Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
B. Riley Wealth Management sold 2,745 iShares MSCI USA Min Vol Factor ETF shares in Q3 2021, an estimated $202K.
B. Riley Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 8 quarters.
B. Riley Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $19.5M in Q2 2020.
972 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2021.

Based on B. Riley Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.