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Boys Arnold & Co’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Boys Arnold & Co’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
2017
Q1 		– Sell
-7,165
Closed -$324K – 282
2016
Q4 		$324K Sell
7,165
-385
-5% -$17.2K 0.05% 229
2016
Q3 		$343K Buy
7,550
+1,935
+34% +$89.5K 0.06% 225
2016
Q2 		$259K Buy
+5,615
New +$249K 0.04% 243

Other funds holding USMV

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boys Arnold & Co's USMV Position: Q1 2017 in Review

Boys Arnold & Co sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2017, closing a stake of 7,165 shares — an estimated $324K sold.

Boys Arnold & Co first reported a position in USMV in Q2 2016 and held it in 3 quarters. The position peaked at $343K in Q3 2016. 342 funds tracked by Wall St. Rank hold USMV as of Q1 2017.

  • Boys Arnold & Co reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2017 after selling out during the quarter.
  • Boys Arnold & Co sold 7,165 iShares MSCI USA Min Vol Factor ETF shares in Q1 2017, an estimated $324K.
  • Boys Arnold & Co first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2016 and held it in 3 quarters.
  • Boys Arnold & Co's iShares MSCI USA Min Vol Factor ETF position peaked at $343K in Q3 2016.
  • 342 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2017.

Based on Boys Arnold & Co's 13F filing for Q1 2017, filed 20 Apr 2017.