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CPWM LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

CPWM LLC’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
Q4 		– Sell
-12,819
Closed -$822K – 284
2019
Q3 		$822K Hold
12,819
– – 0.11% 140
2019
Q2 		$791K Buy
+12,819
New +$770K 0.11% 136

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPWM LLC's USMV Position: Q4 2019 in Review

CPWM LLC sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2019, closing a stake of 12,819 shares — an estimated $822K sold.

CPWM LLC first reported a position in USMV in Q2 2019 and held it in 2 quarters. The position peaked at $822K in Q3 2019. 923 funds tracked by Wall St. Rank hold USMV as of Q4 2019.

  • CPWM LLC reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2019 after selling out during the quarter.
  • CPWM LLC sold 12,819 iShares MSCI USA Min Vol Factor ETF shares in Q4 2019, an estimated $822K.
  • CPWM LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and held it in 2 quarters.
  • CPWM LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $822K in Q3 2019.
  • 923 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2019.

Based on CPWM LLC's 13F filing for Q4 2019, filed 12 Feb 2020.