Clear Perspective Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-441
Closed -$23K 414
2018
Q2
$23K Hold
441
0.02% 306
2018
Q1
$23K Buy
+441
New +$23.3K 0.02% 298

Other funds holding USMV

Clear Perspective Advisors's USMV Position: Q3 2018 in Review

Clear Perspective Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2018, closing a stake of 441 shares — an estimated $23K sold.

Clear Perspective Advisors first reported a position in USMV in Q1 2018 and held it in 2 quarters. The position peaked at $23K in Q2 2018. 488 funds tracked by Wall St. Rank hold USMV as of Q3 2018.

  • Clear Perspective Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 441 iShares MSCI USA Min Vol Factor ETF shares in Q3 2018, an estimated $23K.
  • Clear Perspective Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and held it in 2 quarters.
  • Clear Perspective Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $23K in Q2 2018.
  • 488 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.