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Cabana LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cabana LLC’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
Q2 		$92K Buy
+1,517
New +$90K 0.01% 52
2019
Q1 		– Sell
-16,581
Closed -$869K – 64
2018
Q4 		$869K Buy
+16,581
New +$911K 0.18% 28

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cabana LLC's USMV Position: Q2 2020 in Review

Cabana LLC opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2020: 1,517 shares worth $92K. The stake represents 0.01% of the portfolio and ranks #52 among its holdings. This is a return to the name: Cabana LLC previously reported a position in USMV as recently as Q4 2018.

Cabana LLC first reported a position in USMV in Q4 2018 and has held it in 2 quarters since. The position peaked at $869K in Q4 2018. 901 funds tracked by Wall St. Rank hold USMV as of Q2 2020.

  • Cabana LLC held 1,517 shares of iShares MSCI USA Min Vol Factor ETF worth $92K as of Q2 2020.
  • iShares MSCI USA Min Vol Factor ETF was a new Cabana LLC position in Q2 2020.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Cabana LLC's portfolio in Q2 2020, its #52 holding.
  • Cabana LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 2 quarters since.
  • Cabana LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $869K in Q4 2018.
  • 901 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2020.

Based on Cabana LLC's 13F filing for Q2 2020, filed 12 Aug 2020.