DI
USMV icon

Disciplined Investments’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Disciplined Investments’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
-427
Closed -$27.1K – 470
2019
Q4 		$28K Buy
+427
New +$27.4K 0.02% 209

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Disciplined Investments's USMV Position: Q1 2020 in Review

Disciplined Investments sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2020, closing a stake of 427 shares — an estimated $27.1K sold.

Disciplined Investments first reported a position in USMV in Q4 2019 and held it in 1 quarter. The position peaked at $28K in Q4 2019. 879 funds tracked by Wall St. Rank hold USMV as of Q1 2020.

  • Disciplined Investments reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Disciplined Investments sold 427 iShares MSCI USA Min Vol Factor ETF shares in Q1 2020, an estimated $27.1K.
  • Disciplined Investments first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 1 quarter.
  • Disciplined Investments's iShares MSCI USA Min Vol Factor ETF position peaked at $28K in Q4 2019.
  • 879 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2020.

Based on Disciplined Investments's 13F filing for Q1 2020, filed 19 May 2020.