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Capital One Investing’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Capital One Investing’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
2019
Q3 		$5.55M Buy
86,644
+11,883
+16% +$753K 1.29% 18
2019
Q2 		$4.62M Buy
74,761
+11,744
+19% +$705K 1.13% 22
2019
Q1 		$3.71M Buy
63,017
+7,977
+14% +$447K 0.99% 24
2018
Q4 		$2.88M Buy
+55,040
New +$3.03M 1.02% 23

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Capital One Investing's USMV Position: Q3 2019 in Review

Capital One Investing increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 16% in Q3 2019, buying an estimated $753K and bringing the position to 86,644 shares worth $5.55M. The position accounts for 1.29% of the portfolio, ranked #18.

Capital One Investing first reported a position in USMV in Q4 2018 and has held it in 4 quarters since. 765 funds tracked by Wall St. Rank hold USMV as of Q3 2019.

  • Capital One Investing held 86,644 shares of iShares MSCI USA Min Vol Factor ETF worth $5.55M as of Q3 2019.
  • Capital One Investing bought 11,883 iShares MSCI USA Min Vol Factor ETF shares in Q3 2019, an estimated $753K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.29% of Capital One Investing's portfolio in Q3 2019, its #18 holding.
  • Capital One Investing first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 4 quarters since.
  • 765 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.