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Barrett Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Barrett Asset 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
2019
Q3 		– Sell
-200
Closed -$12K – 376
2019
Q2 		$12K Hold
200
– – ﹤0.01% 305
2019
Q1 		$12K Hold
200
– – ﹤0.01% 315
2018
Q4 		$10K Hold
200
– – ﹤0.01% 317
2018
Q3 		$11K Buy
+200
New +$11.1K ﹤0.01% 323

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Barrett Asset Management's USMV Position: Q3 2019 in Review

Barrett Asset Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2019, closing a stake of 200 shares — an estimated $12K sold.

Barrett Asset Management first reported a position in USMV in Q3 2018 and held it in 4 quarters. The position peaked at $12K in Q2 2019. 765 funds tracked by Wall St. Rank hold USMV as of Q3 2019.

  • Barrett Asset Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
  • Barrett Asset Management sold 200 iShares MSCI USA Min Vol Factor ETF shares in Q3 2019, an estimated $12K.
  • Barrett Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2018 and held it in 4 quarters.
  • Barrett Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $12K in Q2 2019.
  • 765 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2019.

Based on Barrett Asset Management's 13F filing for Q3 2019, filed 7 Nov 2019.