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Derby & Company’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Derby & Company’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
2020
Q1 		– Sell
-13,755
Closed -$902K – 56
2019
Q4 		$902K Buy
+13,755
New +$883K 0.34% 25

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Derby & Company's USMV Position: Q1 2020 in Review

Derby & Company sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2020, closing a stake of 13,755 shares — an estimated $902K sold.

Derby & Company first reported a position in USMV in Q4 2019 and held it in 1 quarter. The position peaked at $902K in Q4 2019. 878 funds tracked by Wall St. Rank hold USMV as of Q1 2020.

  • Derby & Company reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Derby & Company sold 13,755 iShares MSCI USA Min Vol Factor ETF shares in Q1 2020, an estimated $902K.
  • Derby & Company first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 1 quarter.
  • Derby & Company's iShares MSCI USA Min Vol Factor ETF position peaked at $902K in Q4 2019.
  • 878 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2020.

Based on Derby & Company's 13F filing for Q1 2020, filed 28 Apr 2020.