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

Edge 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
2018 Q2	$191K	Sell	3,605 -150	-4%	-$7.89K	0.02%	320
2018 Q1	$194K	Buy	3,755 +150	+4%	+$7.94K	0.02%	314
2017 Q4	$190K	Hold	3,605	–	–	0.02%	315
2017 Q3	$181K	Hold	3,605	–	–	0.02%	320
2017 Q2	$176K	Hold	3,605	–	–	0.02%	330
2017 Q1	$172K	Hold	3,605	–	–	0.02%	342
2016 Q4	$163K	Buy	+3,605	New	+$161K	0.02%	328

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

Edge Advisors's USMV Position: Q2 2018 in Review

Edge Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4% in Q2 2018, selling an estimated $7.89K and leaving 3,605 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #320.

Edge Advisors first reported a position in USMV in Q4 2016 and has held it in 7 quarters since. The position peaked at $194K in Q1 2018. 463 funds tracked by Wall St. Rank hold USMV as of Q2 2018.

Edge Advisors held 3,605 shares of iShares MSCI USA Min Vol Factor ETF worth $191K as of Q2 2018.
Edge Advisors sold 150 iShares MSCI USA Min Vol Factor ETF shares in Q2 2018, an estimated $7.89K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Edge Advisors's portfolio in Q2 2018, its #320 holding.
Edge Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $194K in Q1 2018.
463 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.