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BBVA USA’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

BBVA USA’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
-73
Closed -$5K – 1026
2021
Q2 		$5K Buy
+73
New +$5.27K ﹤0.01% 926

Other funds holding USMV

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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBVA USA's USMV Position: Q3 2021 in Review

BBVA USA sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2021, closing a stake of 73 shares — an estimated $5K sold.

BBVA USA first reported a position in USMV in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 972 funds tracked by Wall St. Rank hold USMV as of Q3 2021.

  • BBVA USA reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
  • BBVA USA sold 73 iShares MSCI USA Min Vol Factor ETF shares in Q3 2021, an estimated $5K.
  • BBVA USA first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2021 and held it in 1 quarter.
  • BBVA USA's iShares MSCI USA Min Vol Factor ETF position peaked at $5K in Q2 2021.
  • 972 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2021.

Based on BBVA USA's 13F filing for Q3 2021, filed 4 Nov 2021.