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

Boston 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
2019
Q3 		$8.15M Buy
127,118
+1,709
+1% +$108K 0.43% 55
2019
Q2 		$7.74M Buy
125,409
+1,326
+1% +$79.6K 0.41% 56
2019
Q1 		$7.3M Buy
124,083
+851
+0.7% +$47.7K 0.37% 66
2018
Q4 		$6.46M Buy
+123,232
New +$6.77M 0.37% 65
2018
Q2 		– Sell
-3,946
Closed -$205K – 681
2018
Q1 		$205K Hold
3,946
– – 0.01% 618
2017
Q4 		$208K Buy
+3,946
New +$205K ﹤0.01% 618
2017
Q1 		– Sell
-12,967
Closed -$586K – 669
2016
Q4 		$586K Buy
12,967
+2,446
+23% +$109K 0.01% 450
2016
Q3 		$478K Buy
10,521
+31
+0.3% +$1.44K 0.01% 518
2016
Q2 		$485K Sell
10,490
-41
-0.4% -$1.82K 0.01% 488
2016
Q1 		$463K Sell
10,531
-10,557
-50% -$439K 0.01% 476
2015
Q4 		$882K Sell
21,088
-3,686
-15% -$154K 0.02% 347
2015
Q3 		$981K Sell
24,774
-5,189
-17% -$212K 0.04% 381
2015
Q2 		$1.21M Sell
29,963
-1,259
-4% -$52K 0.05% 271
2015
Q1 		$1.29M Sell
31,222
-5,027
-14% -$207K 0.05% 259
2014
Q4 		$1.47M Sell
36,249
-51,225
-59% -$2.02M 0.06% 226
2014
Q3 		$3.3M Buy
87,474
+33
+0% +$1.24K 0.14% 170
2014
Q2 		$3.25M Sell
87,441
-1,346
-2% -$49.2K 0.14% 179
2014
Q1 		$3.2M Sell
88,787
-5,092
-5% -$180K 0.14% 168
2013
Q4 		$3.33M Sell
93,879
-4,217
-4% -$146K 0.16% 142
2013
Q3 		$3.26M Sell
98,096
-44,782
-31% -$1.5M 0.17% 138
2013
Q2 		$4.65M Buy
+142,878
New +$4.75M 0.22% 107

Other funds holding USMV

Bank of America
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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Boston Advisors's USMV Position: Q3 2019 in Review

Boston Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.4% in Q3 2019, buying an estimated $108K and bringing the position to 127,118 shares worth $8.15M. The position accounts for 0.43% of the portfolio, ranked #55.

Boston Advisors first reported a position in USMV in Q2 2013 and has held it in 21 quarters since. 765 funds tracked by Wall St. Rank hold USMV as of Q3 2019.

  • Boston Advisors held 127,118 shares of iShares MSCI USA Min Vol Factor ETF worth $8.15M as of Q3 2019.
  • Boston Advisors bought 1,709 iShares MSCI USA Min Vol Factor ETF shares in Q3 2019, an estimated $108K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.43% of Boston Advisors's portfolio in Q3 2019, its #55 holding.
  • Boston Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 21 quarters since.
  • 765 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.