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Beacon Investment Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Beacon Investment Advisory Services’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
2017
Q4 		– Sell
-5,734
Closed -$289K – 268
2017
Q3 		$289K Buy
+5,734
New +$286K 0.02% 232

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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Beacon Investment Advisory Services's USMV Position: Q4 2017 in Review

Beacon Investment Advisory Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2017, closing a stake of 5,734 shares — an estimated $289K sold.

Beacon Investment Advisory Services first reported a position in USMV in Q3 2017 and held it in 1 quarter. The position peaked at $289K in Q3 2017. 455 funds tracked by Wall St. Rank hold USMV as of Q4 2017.

  • Beacon Investment Advisory Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2017 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 5,734 iShares MSCI USA Min Vol Factor ETF shares in Q4 2017, an estimated $289K.
  • Beacon Investment Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2017 and held it in 1 quarter.
  • Beacon Investment Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $289K in Q3 2017.
  • 455 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2017.

Based on Beacon Investment Advisory Services's 13F filing for Q4 2017, filed 2 Feb 2018.