Clarfeld Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$5.67M	Buy	+108,227	New	+$5.95M	4.71%	5

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clarfeld Financial Advisors's USMV Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2018: 108,227 shares worth $5.67M. The stake represents 4.71% of the portfolio and ranks #5 among its holdings.

613 funds tracked by Wall St. Rank hold USMV as of Q4 2018.

Clarfeld Financial Advisors held 108,227 shares of iShares MSCI USA Min Vol Factor ETF worth $5.67M as of Q4 2018.
iShares MSCI USA Min Vol Factor ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares MSCI USA Min Vol Factor ETF made up 4.71% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #5 holding.
613 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.