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FundX Investment Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

FundX Investment Group’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
-207,284
Closed -$13.6M – 71
2019
Q4 		$13.6M Sell
207,284
-173,001
-45% -$11.1M 3.67% 9
2019
Q3 		$24.4M Buy
+380,285
New +$24.1M 8.66% 5

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $786B AUM 40.34% 1-Year Est. Return

FundX Investment Group's USMV Position: Q1 2020 in Review

FundX Investment Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2020, closing a stake of 207,284 shares — an estimated $13.6M sold.

FundX Investment Group first reported a position in USMV in Q3 2019 and held it in 2 quarters. The position peaked at $24.4M in Q3 2019. 878 funds tracked by Wall St. Rank hold USMV as of Q1 2020.

  • FundX Investment Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • FundX Investment Group sold 207,284 iShares MSCI USA Min Vol Factor ETF shares in Q1 2020, an estimated $13.6M.
  • FundX Investment Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 2 quarters.
  • FundX Investment Group's iShares MSCI USA Min Vol Factor ETF position peaked at $24.4M in Q3 2019.
  • 878 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2020.

Based on FundX Investment Group's 13F filing for Q1 2020, filed 24 Apr 2020.