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

Empirical 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
-4,215
Closed -$260K – 301
2019
Q2 		$260K Buy
+4,215
New +$253K 0.03% 218

Other funds holding USMV

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

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

Empirical Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2019, closing a stake of 4,215 shares — an estimated $260K sold.

Empirical Wealth Management first reported a position in USMV in Q2 2019 and held it in 1 quarter. The position peaked at $260K in Q2 2019. 765 funds tracked by Wall St. Rank hold USMV as of Q3 2019.

  • Empirical Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
  • Empirical Wealth Management sold 4,215 iShares MSCI USA Min Vol Factor ETF shares in Q3 2019, an estimated $260K.
  • Empirical Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and held it in 1 quarter.
  • Empirical Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $260K in Q2 2019.
  • 765 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2019.

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