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

Efficient 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
2021 Q4	–	Sell	-2,755	Closed	-$203K	–	62
2021 Q3	$203K	Sell	2,755 -1,417	-34%	-$108K	0.02%	61
2021 Q2	$307K	Sell	4,172 -2,805	-40%	-$203K	0.04%	59
2021 Q1	$483K	Sell	6,977 -12,172	-64%	-$823K	0.07%	52
2020 Q4	$1.3M	Sell	19,149 -924	-5%	-$60.8K	0.2%	41
2020 Q3	$1.28M	Sell	20,073 -3,621	-15%	-$230K	0.23%	28
2020 Q2	$1.44M	Sell	23,694 -2,232	-9%	-$132K	0.27%	28
2020 Q1	$1.4M	Buy	25,926 +4,735	+22%	+$300K	0.29%	28
2019 Q4	$1.39M	Buy	21,191 +6,247	+42%	+$401K	0.24%	29
2019 Q3	$958K	Buy	14,944 +2,266	+18%	+$144K	0.18%	37
2019 Q2	$783K	Buy	12,678 +4,048	+47%	+$243K	0.14%	40
2019 Q1	$507K	Buy	8,630 +4,632	+116%	+$259K	0.09%	45
2018 Q4	$209K	Buy	+3,998	New	+$220K	0.04%	48

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Efficient Advisors's USMV Position: Q4 2021 in Review

Efficient Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2021, closing a stake of 2,755 shares — an estimated $203K sold.

Efficient Advisors first reported a position in USMV in Q4 2018 and held it in 12 quarters. The position peaked at $1.44M in Q2 2020. 1,124 funds tracked by Wall St. Rank hold USMV as of Q4 2021.

Efficient Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
Efficient Advisors sold 2,755 iShares MSCI USA Min Vol Factor ETF shares in Q4 2021, an estimated $203K.
Efficient Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 12 quarters.
Efficient Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.44M in Q2 2020.
1,124 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2021.

Based on Efficient Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.