Carnick & Kubik’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Carnick & Kubik’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
2016 Q1	$3K	Buy	+66	New	+$2.75K	﹤0.01%	944

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carnick & Kubik's USMV Position: Q1 2016 in Review

Carnick & Kubik opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2016: 66 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings.

276 funds tracked by Wall St. Rank hold USMV as of Q1 2016.

Carnick & Kubik held 66 shares of iShares MSCI USA Min Vol Factor ETF worth $3K as of Q1 2016.
iShares MSCI USA Min Vol Factor ETF was a new Carnick & Kubik position in Q1 2016.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Carnick & Kubik's portfolio in Q1 2016, its #944 holding.
276 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2016.

Based on Carnick & Kubik's 13F filing for Q1 2016, filed 12 May 2016.