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Doyle Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Doyle Wealth Management’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
Q3 		– Sell
-75
Closed -$5K – 725
2019
Q2 		$5K Buy
+75
New +$4.5K ﹤0.01% 739

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LPL Financial
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Morgan Stanley
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Doyle Wealth Management's USMV Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2019, closing a stake of 75 shares — an estimated $5K sold.

Doyle Wealth Management first reported a position in USMV in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 765 funds tracked by Wall St. Rank hold USMV as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 75 iShares MSCI USA Min Vol Factor ETF shares in Q3 2019, an estimated $5K.
  • Doyle Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $5K in Q2 2019.
  • 765 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.