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

CXI 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
2019
Q4 		$34K Buy
+522
New +$33.5K 0.08% 36

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

CXI Advisors's USMV Position: Q4 2019 in Review

CXI Advisors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2019: 522 shares worth $34K. The stake represents 0.08% of the portfolio and ranks #36 among its holdings.

924 funds tracked by Wall St. Rank hold USMV as of Q4 2019.

  • CXI Advisors held 522 shares of iShares MSCI USA Min Vol Factor ETF worth $34K as of Q4 2019.
  • iShares MSCI USA Min Vol Factor ETF was a new CXI Advisors position in Q4 2019.
  • iShares MSCI USA Min Vol Factor ETF made up 0.08% of CXI Advisors's portfolio in Q4 2019, its #36 holding.
  • 924 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.