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

Delphi Private 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 Q2	$43K	Buy	+699	New	+$42K	0.22%	19

Other funds holding USMV

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Delphi Private Advisors's USMV Position: Q2 2019 in Review

Delphi Private Advisors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2019: 699 shares worth $43K. The stake represents 0.22% of the portfolio and ranks #19 among its holdings.

692 funds tracked by Wall St. Rank hold USMV as of Q2 2019.

Delphi Private Advisors held 699 shares of iShares MSCI USA Min Vol Factor ETF worth $43K as of Q2 2019.
iShares MSCI USA Min Vol Factor ETF was a new Delphi Private Advisors position in Q2 2019.
iShares MSCI USA Min Vol Factor ETF made up 0.22% of Delphi Private Advisors's portfolio in Q2 2019, its #19 holding.
692 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2019.

Based on Delphi Private Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.