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Berman Capital Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Berman Capital Advisors’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
Q1 		– Sell
-1,330
Closed -$89.9K – 1919
2020
Q4 		$90K Sell
1,330
-1,430
-52% -$94.1K 0.02% 271
2020
Q3 		$175K Buy
2,760
+7
+0.3% +$444 0.05% 160
2020
Q2 		$166K Buy
2,753
+925
+51% +$54.9K 0.04% 159
2020
Q1 		$98K Buy
1,828
+8
+0.4% +$508 0.03% 197
2019
Q4 		$119K Buy
1,820
+1,408
+342% +$90.4K 0.03% 201
2019
Q3 		$26K Sell
412
-4,633
-92% -$294K 0.01% 443
2019
Q2 		$311K Sell
5,045
-2,405
-32% -$144K 0.1% 100
2019
Q1 		$438K Buy
7,450
+35
+0.5% +$1.96K 0.15% 71
2018
Q4 		$388K Sell
7,415
-11,424
-61% -$628K 0.15% 62
2018
Q3 		$1.07M Sell
18,839
-5,758
-23% -$321K 0.45% 29
2018
Q2 		$1.31M Sell
24,597
-37,733
-61% -$1.99M 0.46% 30
2018
Q1 		$3.24M Sell
62,330
-148,779
-70% -$7.87M 1.23% 19
2017
Q4 		$11.1M Buy
+211,109
New +$11M 3.69% 8

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 $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berman Capital Advisors's USMV Position: Q1 2021 in Review

Berman Capital Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 1,330 shares — an estimated $89.9K sold.

Berman Capital Advisors first reported a position in USMV in Q4 2017 and held it in 13 quarters. The position peaked at $11.1M in Q4 2017. 984 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

  • Berman Capital Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 1,330 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $89.9K.
  • Berman Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and held it in 13 quarters.
  • Berman Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $11.1M in Q4 2017.
  • 984 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on Berman Capital Advisors's 13F filing for Q1 2021, filed 11 May 2021.