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Family Legacy Inc’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Family Legacy Inc’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
Q1 		– Sell
-18,189
Closed -$1.24M – 118
2020
Q4 		$1.24M Sell
18,189
-231
-1% -$15.2K 0.64% 58
2020
Q3 		$1.17M Buy
18,420
+806
+5% +$51.1K 0.66% 54
2020
Q2 		$1.07M Sell
17,614
-1,017
-5% -$60.4K 0.64% 55
2020
Q1 		$1.01M Buy
18,631
+1,163
+7% +$73.8K 0.72% 50
2019
Q4 		$1.15M Buy
17,468
+1,216
+7% +$78.1K 0.65% 57
2019
Q3 		$1.03M Buy
16,252
+326
+2% +$20.7K 0.64% 61
2019
Q2 		$983K Buy
15,926
+29
+0.2% +$1.74K 0.77% 52
2019
Q1 		$941K Sell
15,897
-547
-3% -$30.6K 0.76% 51
2018
Q4 		$862K Sell
16,444
-208
-1% -$11.4K 0.77% 49
2018
Q3 		$950K Sell
16,652
-311
-2% -$17.3K 0.77% 50
2018
Q2 		$902K Buy
16,963
+246
+1% +$12.9K 0.78% 49
2018
Q1 		$868K Buy
16,717
+6,545
+64% +$346K 0.8% 49
2017
Q4 		$537K Buy
+10,172
New +$528K 0.49% 62
2017
Q3 		– Sell
-9,277
Closed -$454K – 95
2017
Q2 		$454K Buy
+9,277
New +$452K 0.46% 65

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Family Legacy Inc's USMV Position: Q1 2021 in Review

Family Legacy Inc sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 18,189 shares — an estimated $1.24M sold.

Family Legacy Inc first reported a position in USMV in Q2 2017 and held it in 14 quarters. The position peaked at $1.24M in Q4 2020. 983 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

  • Family Legacy Inc reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Family Legacy Inc sold 18,189 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $1.24M.
  • Family Legacy Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2017 and held it in 14 quarters.
  • Family Legacy Inc's iShares MSCI USA Min Vol Factor ETF position peaked at $1.24M in Q4 2020.
  • 983 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on Family Legacy Inc's 13F filing for Q1 2021, filed 9 Apr 2021.