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Beck Bode LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Beck Bode LLC’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
-193
Closed -$14K – 291
2021
Q2 		$14K Buy
+193
New +$13.9K ﹤0.01% 210

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return

Beck Bode LLC's USMV Position: Q3 2021 in Review

Beck Bode LLC sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2021, closing a stake of 193 shares — an estimated $14K sold.

Beck Bode LLC first reported a position in USMV in Q2 2021 and held it in 1 quarter. The position peaked at $14K in Q2 2021. 973 funds tracked by Wall St. Rank hold USMV as of Q3 2021.

  • Beck Bode LLC reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Beck Bode LLC sold 193 iShares MSCI USA Min Vol Factor ETF shares in Q3 2021, an estimated $14K.
  • Beck Bode LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2021 and held it in 1 quarter.
  • Beck Bode LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $14K in Q2 2021.
  • 973 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2021.

Based on Beck Bode LLC's 13F filing for Q3 2021, filed 22 Oct 2021.