CHAM
USMV icon

Clear Harbor Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Clear Harbor Asset 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
2020
Q4 		– Sell
-45
Closed -$2.87K – 702
2020
Q3 		$2.87K Buy
+45
New +$2.85K ﹤0.01% 708
2020
Q1 		– Sell
-45
Closed -$2.95K – 657
2019
Q4 		$2.95K Buy
+45
New +$2.89K ﹤0.01% 710

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

Clear Harbor Asset Management's USMV Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2020, closing a stake of 45 shares — an estimated $2.87K sold.

Clear Harbor Asset Management first reported a position in USMV in Q4 2019 and held it in 2 quarters. The position peaked at $2.95K in Q4 2019. 1,024 funds tracked by Wall St. Rank hold USMV as of Q4 2020.

  • Clear Harbor Asset Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Clear Harbor Asset Management sold 45 iShares MSCI USA Min Vol Factor ETF shares in Q4 2020, an estimated $2.87K.
  • Clear Harbor Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 2 quarters.
  • Clear Harbor Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $2.95K in Q4 2019.
  • 1,024 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.