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Evanson Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Evanson Asset 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
Q4 		– Sell
-7,184
Closed -$460K – 242
2019
Q3 		$460K Buy
+7,184
New +$455K 0.09% 127

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Evanson Asset Management's USMV Position: Q4 2019 in Review

Evanson Asset Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2019, closing a stake of 7,184 shares — an estimated $460K sold.

Evanson Asset Management first reported a position in USMV in Q3 2019 and held it in 1 quarter. The position peaked at $460K in Q3 2019. 923 funds tracked by Wall St. Rank hold USMV as of Q4 2019.

  • Evanson Asset Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2019 after selling out during the quarter.
  • Evanson Asset Management sold 7,184 iShares MSCI USA Min Vol Factor ETF shares in Q4 2019, an estimated $460K.
  • Evanson Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 1 quarter.
  • Evanson Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $460K in Q3 2019.
  • 923 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2019.

Based on Evanson Asset Management's 13F filing for Q4 2019, filed 13 Jan 2020.