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Balasa Dinverno & Foltz’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Balasa Dinverno & Foltz’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
Q2 		– Sell
-3,817
Closed -$264K – 336
2021
Q1 		$264K Hold
3,817
– – 0.02% 260
2020
Q4 		$259K Buy
+3,817
New +$251K 0.02% 248

Other funds holding USMV

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Balasa Dinverno & Foltz's USMV Position: Q2 2021 in Review

Balasa Dinverno & Foltz sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2021, closing a stake of 3,817 shares — an estimated $264K sold.

Balasa Dinverno & Foltz first reported a position in USMV in Q4 2020 and held it in 2 quarters. The position peaked at $264K in Q1 2021. 970 funds tracked by Wall St. Rank hold USMV as of Q2 2021.

  • Balasa Dinverno & Foltz reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 3,817 iShares MSCI USA Min Vol Factor ETF shares in Q2 2021, an estimated $264K.
  • Balasa Dinverno & Foltz first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 2 quarters.
  • Balasa Dinverno & Foltz's iShares MSCI USA Min Vol Factor ETF position peaked at $264K in Q1 2021.
  • 970 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2021.

Based on Balasa Dinverno & Foltz's 13F filing for Q2 2021, filed 23 Jul 2021.