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

Cypress Wealth 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 Q1	$248K	Hold	4,224	–	–	0.28%	65
2018 Q4	$221K	Hold	4,224	–	–	0.3%	67
2018 Q3	$241K	Sell	4,224 -870	-17%	-$48.5K	0.25%	71
2018 Q2	$271K	Hold	5,094	–	–	0.29%	66
2018 Q1	$265K	Sell	5,094 -1,445	-22%	-$76.5K	0.29%	71
2017 Q4	$345K	Hold	6,539	–	–	0.33%	63
2017 Q3	$329K	Sell	6,539 -13,219	-67%	-$659K	0.53%	42
2017 Q2	$967K	Sell	19,758 -74,686	-79%	-$3.64M	1.13%	23
2017 Q1	$4.51M	Buy	94,444 +2,261	+2%	+$106K	2.06%	9
2016 Q4	$4.17M	Buy	92,183 +660	+0.7%	+$29.5K	1.9%	9
2016 Q3	$4.16M	Buy	91,523 +4,494	+5%	+$208K	1.87%	8
2016 Q2	$4.02M	Sell	87,029 -29,075	-25%	-$1.29M	1.99%	8
2016 Q1	$5.1M	Buy	116,104 +25,386	+28%	+$1.06M	2.33%	9
2015 Q4	$3.79M	Buy	90,718 +2,436	+3%	+$101K	1.92%	10
2015 Q3	$3.5M	Sell	88,282 -1,082	-1%	-$44.2K	1.89%	10
2015 Q2	$3.6M	Buy	+89,364	New	+$3.69M	2.11%	9

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Cypress Wealth Advisors's USMV Position: Q1 2019 in Review

Cypress Wealth Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2019 at 4,224 shares worth $248K. The position accounts for 0.28% of the portfolio, ranked #65.

Cypress Wealth Advisors first reported a position in USMV in Q2 2015 and has held it in 16 quarters since. The position peaked at $5.1M in Q1 2016. 655 funds tracked by Wall St. Rank hold USMV as of Q1 2019.

Cypress Wealth Advisors held 4,224 shares of iShares MSCI USA Min Vol Factor ETF worth $248K as of Q1 2019.
Cypress Wealth Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2019.
iShares MSCI USA Min Vol Factor ETF made up 0.28% of Cypress Wealth Advisors's portfolio in Q1 2019, its #65 holding.
Cypress Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2015 and has held it in 16 quarters since.
Cypress Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $5.1M in Q1 2016.
655 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.