Braun-Bostich & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Braun-Bostich & Associates’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 Q1	–	Sell	-366	Closed	-$24K	–	333
2019 Q4	$24K	Buy	+366	New	+$23.5K	0.02%	182
2019 Q3	–	Sell	-490	Closed	-$30K	–	288
2019 Q2	$30K	Sell	490 -1,123	-70%	-$67.4K	0.03%	213
2019 Q1	$95K	Sell	1,613 -12,767	-89%	-$715K	0.1%	164
2018 Q4	$754K	Hold	14,380	–	–	0.8%	31
2018 Q3	$820K	Sell	14,380 -2,126	-13%	-$118K	0.79%	34
2018 Q2	$877K	Buy	16,506 +1,584	+11%	+$83.3K	0.88%	30
2018 Q1	$775K	Buy	14,922 +658	+5%	+$34.8K	0.67%	38
2017 Q4	$753K	Buy	+14,264	New	+$740K	0.64%	41

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Braun-Bostich & Associates's USMV Position: Q1 2020 in Review

Braun-Bostich & Associates sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2020, closing a stake of 366 shares — an estimated $24K sold.

Braun-Bostich & Associates first reported a position in USMV in Q4 2017 and held it in 8 quarters. The position peaked at $877K in Q2 2018. 879 funds tracked by Wall St. Rank hold USMV as of Q1 2020.

Braun-Bostich & Associates reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 366 iShares MSCI USA Min Vol Factor ETF shares in Q1 2020, an estimated $24K.
Braun-Bostich & Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and held it in 8 quarters.
Braun-Bostich & Associates's iShares MSCI USA Min Vol Factor ETF position peaked at $877K in Q2 2018.
879 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2020.

Based on Braun-Bostich & Associates's 13F filing for Q1 2020, filed 11 May 2020.