BTR Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

BTR Capital 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
2022 Q2	–	Sell	-2,666	Closed	-$207K	–	169
2022 Q1	$207K	Hold	2,666	–	–	0.03%	164
2021 Q4	$216K	Buy	+2,666	New	+$206K	0.02%	162
2021 Q2	–	Sell	-2,944	Closed	-$204K	–	171
2021 Q1	$204K	Sell	2,944 -500	-15%	-$33.8K	0.03%	166
2020 Q4	$234K	Buy	3,444 +278	+9%	+$18.3K	0.04%	156
2020 Q3	$202K	Buy	+3,166	New	+$201K	0.04%	152
2020 Q1	–	Sell	-3,166	Closed	-$208K	–	166
2019 Q4	$208K	Hold	3,166	–	–	0.04%	160
2019 Q3	$203K	Buy	+3,166	New	+$201K	0.04%	162

Other funds holding USMV

RJA

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BTR Capital Management's USMV Position: Q2 2022 in Review

BTR Capital Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2022, closing a stake of 2,666 shares — an estimated $207K sold.

BTR Capital Management first reported a position in USMV in Q3 2019 and held it in 7 quarters. The position peaked at $234K in Q4 2020. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

BTR Capital Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
BTR Capital Management sold 2,666 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $207K.
BTR Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 7 quarters.
BTR Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $234K in Q4 2020.
1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on BTR Capital Management's 13F filing for Q2 2022, filed 12 Jul 2022.