BWM
USMV icon

BigSur Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

BigSur Wealth 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
2021
Q2 		– Sell
-5,000
Closed -$346K – 137
2021
Q1 		$346K Buy
+5,000
New +$338K 0.18% 85

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 $374B AUM 17.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BigSur Wealth Management's USMV Position: Q2 2021 in Review

BigSur Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2021, closing a stake of 5,000 shares — an estimated $346K sold.

BigSur Wealth Management first reported a position in USMV in Q1 2021 and held it in 1 quarter. The position peaked at $346K in Q1 2021. 969 funds tracked by Wall St. Rank hold USMV as of Q2 2021.

  • BigSur Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • BigSur Wealth Management sold 5,000 iShares MSCI USA Min Vol Factor ETF shares in Q2 2021, an estimated $346K.
  • BigSur Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2021 and held it in 1 quarter.
  • BigSur Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $346K in Q1 2021.
  • 969 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2021.

Based on BigSur Wealth Management's 13F filing for Q2 2021, filed 29 Jul 2021.