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

Burt Wealth 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
2018 Q1	–	Sell	-1,620	Closed	-$86K	–	398
2017 Q4	$86K	Hold	1,620	–	–	0.05%	137
2017 Q3	$82K	Hold	1,620	–	–	0.05%	140
2017 Q2	$79K	Buy	1,620 +509	+46%	+$24.8K	0.05%	144
2017 Q1	$53K	Buy	+1,111	New	+$52K	0.04%	162
2016 Q4	–	Sell	-1,792	Closed	-$81K	–	427
2016 Q3	$81K	Sell	1,792 -360,148	-100%	-$16.7M	0.09%	120
2016 Q2	$23K	Buy	361,940 +358,648	+10,895%	+$15.9M	0.03%	207
2016 Q1	$145K	Buy	3,292 +1,500	+84%	+$62.4K	0.13%	79
2015 Q4	$74K	Buy	+1,792	New	+$74.7K	0.06%	122

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

Burt Wealth Advisors's USMV Position: Q1 2018 in Review

Burt Wealth Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2018, closing a stake of 1,620 shares — an estimated $86K sold.

Burt Wealth Advisors first reported a position in USMV in Q4 2015 and held it in 8 quarters. The position peaked at $145K in Q1 2016. 468 funds tracked by Wall St. Rank hold USMV as of Q1 2018.

Burt Wealth Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2018 after selling out during the quarter.
Burt Wealth Advisors sold 1,620 iShares MSCI USA Min Vol Factor ETF shares in Q1 2018, an estimated $86K.
Burt Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and held it in 8 quarters.
Burt Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $145K in Q1 2016.
468 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2018.

Based on Burt Wealth Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.