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

ForthRight 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
2021
Q1 		– Sell
-75
Closed -$5K – 169
2020
Q4 		$5K Buy
+75
New +$4.94K ﹤0.01% 152

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BlackRock
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Envestnet Asset Management
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Wells Fargo
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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

ForthRight Wealth Management's USMV Position: Q1 2021 in Review

ForthRight Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 75 shares — an estimated $5K sold.

ForthRight Wealth Management first reported a position in USMV in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 983 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

  • ForthRight Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 75 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $5K.
  • ForthRight Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $5K in Q4 2020.
  • 983 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.