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

Filbrandt 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
2020
Q3 		– Sell
-532
Closed -$32K – 337
2020
Q2 		$32K Buy
+532
New +$31.6K 0.03% 156
2020
Q1 		– Sell
-215
Closed -$14K – 305
2019
Q4 		$14K Buy
+215
New +$13.8K 0.01% 139

Other funds holding USMV

Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Filbrandt Wealth Management's USMV Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2020, closing a stake of 532 shares — an estimated $32K sold.

Filbrandt Wealth Management first reported a position in USMV in Q4 2019 and held it in 2 quarters. The position peaked at $32K in Q2 2020. 900 funds tracked by Wall St. Rank hold USMV as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 532 iShares MSCI USA Min Vol Factor ETF shares in Q3 2020, an estimated $32K.
  • Filbrandt Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 2 quarters.
  • Filbrandt Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $32K in Q2 2020.
  • 900 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.