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Freedom Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Freedom Investment 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
Q1 		– Sell
-87,040
Closed -$5.71M – 716
2019
Q4 		$5.71M Sell
87,040
-18,798
-18% -$1.21M 0.5% 33
2019
Q3 		$6.78M Buy
+105,838
New +$6.71M 0.59% 23

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RJA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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

Freedom Investment Management's USMV Position: Q1 2020 in Review

Freedom Investment Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2020, closing a stake of 87,040 shares — an estimated $5.71M sold.

Freedom Investment Management first reported a position in USMV in Q3 2019 and held it in 2 quarters. The position peaked at $6.78M in Q3 2019. 879 funds tracked by Wall St. Rank hold USMV as of Q1 2020.

  • Freedom Investment Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Freedom Investment Management sold 87,040 iShares MSCI USA Min Vol Factor ETF shares in Q1 2020, an estimated $5.71M.
  • Freedom Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 2 quarters.
  • Freedom Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $6.78M in Q3 2019.
  • 879 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2020.

Based on Freedom Investment Management's 13F filing for Q1 2020, filed 12 May 2020.