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

Brendel Financial 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
2020
Q1 		– Sell
-64,551
Closed -$4.24M – 88
2019
Q4 		$4.24M Sell
64,551
-3,270
-5% -$210K 3.6% 3
2019
Q3 		$4.35M Buy
67,821
+871
+1% +$55.2K 3.91% 2
2019
Q2 		$4.13M Buy
+66,950
New +$4.02M 4% 5

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brendel Financial Advisors's USMV Position: Q1 2020 in Review

Brendel Financial Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2020, closing a stake of 64,551 shares — an estimated $4.24M sold.

Brendel Financial Advisors first reported a position in USMV in Q2 2019 and held it in 3 quarters. The position peaked at $4.35M in Q3 2019. 879 funds tracked by Wall St. Rank hold USMV as of Q1 2020.

  • Brendel Financial Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Brendel Financial Advisors sold 64,551 iShares MSCI USA Min Vol Factor ETF shares in Q1 2020, an estimated $4.24M.
  • Brendel Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and held it in 3 quarters.
  • Brendel Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $4.35M in Q3 2019.
  • 879 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2020.

Based on Brendel Financial Advisors's 13F filing for Q1 2020, filed 1 May 2020.