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Clearstead Trust’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Clearstead Trust’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 		– Sell
-1,404
Closed -$74K – 232
2018
Q4 		$74K Buy
+1,404
New +$77.2K 0.07% 124

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Clearstead Trust's USMV Position: Q1 2019 in Review

Clearstead Trust sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2019, closing a stake of 1,404 shares — an estimated $74K sold.

Clearstead Trust first reported a position in USMV in Q4 2018 and held it in 1 quarter. The position peaked at $74K in Q4 2018. 655 funds tracked by Wall St. Rank hold USMV as of Q1 2019.

  • Clearstead Trust reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2019 after selling out during the quarter.
  • Clearstead Trust sold 1,404 iShares MSCI USA Min Vol Factor ETF shares in Q1 2019, an estimated $74K.
  • Clearstead Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 1 quarter.
  • Clearstead Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $74K in Q4 2018.
  • 655 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2019.

Based on Clearstead Trust's 13F filing for Q1 2019, filed 13 May 2019.