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

Catamount 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
2019 Q1	$167K	Buy	+2,840	New	+$159K	0.1%	54

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Catamount Wealth Management's USMV Position: Q1 2019 in Review

Catamount Wealth Management opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2019: 2,840 shares worth $167K. The stake represents 0.1% of the portfolio and ranks #54 among its holdings.

655 funds tracked by Wall St. Rank hold USMV as of Q1 2019.

Catamount Wealth Management held 2,840 shares of iShares MSCI USA Min Vol Factor ETF worth $167K as of Q1 2019.
iShares MSCI USA Min Vol Factor ETF was a new Catamount Wealth Management position in Q1 2019.
iShares MSCI USA Min Vol Factor ETF made up 0.1% of Catamount Wealth Management's portfolio in Q1 2019, its #54 holding.
655 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.