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Cardinal Point Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cardinal Point Wealth 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
2021
Q3 		$14.3M Sell
194,567
-1,414
-0.7% -$108K 6.72% 3
2021
Q2 		$14.4M Buy
195,981
+6,148
+3% +$444K 6.52% 4
2021
Q1 		$13.1M Sell
189,833
-145,977
-43% -$9.87M 6.62% 4
2020
Q4 		$22.8M Buy
+335,810
New +$22.1M 11.58% 3

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Cardinal Point Wealth Management's USMV Position: Q3 2021 in Review

Cardinal Point Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.72% in Q3 2021, selling an estimated $108K and leaving 194,567 shares worth $14.3M. The position accounts for 6.72% of the portfolio, ranked #3.

Cardinal Point Wealth Management first reported a position in USMV in Q4 2020 and has held it in 4 quarters since. The position peaked at $22.8M in Q4 2020. 972 funds tracked by Wall St. Rank hold USMV as of Q3 2021.

  • Cardinal Point Wealth Management held 194,567 shares of iShares MSCI USA Min Vol Factor ETF worth $14.3M as of Q3 2021.
  • Cardinal Point Wealth Management sold 1,414 iShares MSCI USA Min Vol Factor ETF shares in Q3 2021, an estimated $108K.
  • iShares MSCI USA Min Vol Factor ETF made up 6.72% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #3 holding.
  • Cardinal Point Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 4 quarters since.
  • Cardinal Point Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $22.8M in Q4 2020.
  • 972 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.