Blue Sky Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Blue Sky Asset 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
2020 Q3	–	Sell	-3,829	Closed	-$232K	–	26
2020 Q2	$232K	Sell	3,829 -1,199	-24%	-$71.2K	0.29%	24
2020 Q1	$272K	Sell	5,028 -31,612	-86%	-$2.01M	0.11%	51
2019 Q4	$2.4M	Buy	+36,640	New	+$2.35M	0.69%	38

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blue Sky Asset Management's USMV Position: Q3 2020 in Review

Blue Sky Asset Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2020, closing a stake of 3,829 shares — an estimated $232K sold.

Blue Sky Asset Management first reported a position in USMV in Q4 2019 and held it in 3 quarters. The position peaked at $2.4M in Q4 2019. 900 funds tracked by Wall St. Rank hold USMV as of Q3 2020.

Blue Sky Asset Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
Blue Sky Asset Management sold 3,829 iShares MSCI USA Min Vol Factor ETF shares in Q3 2020, an estimated $232K.
Blue Sky Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 3 quarters.
Blue Sky Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $2.4M in Q4 2019.
900 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2020.

Based on Blue Sky Asset Management's 13F filing for Q3 2020, filed 13 Nov 2020.