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

Fusion 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
2015
Q4 		– Sell
-1,609
Closed -$64K – 147
2015
Q3 		$64K Sell
1,609
-787
-33% -$32.2K 0.15% 90
2015
Q2 		$97K Buy
+2,396
New +$99K 0.08% 120
2014
Q4 		– Sell
-2,416
Closed -$91K – 195
2014
Q3 		$91K Buy
+2,416
New +$90.9K 0.08% 99

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fusion Investment Group's USMV Position: Q4 2015 in Review

Fusion Investment Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2015, closing a stake of 1,609 shares — an estimated $64K sold.

Fusion Investment Group first reported a position in USMV in Q3 2014 and held it in 3 quarters. The position peaked at $97K in Q2 2015. 220 funds tracked by Wall St. Rank hold USMV as of Q4 2015.

  • Fusion Investment Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2015 after selling out during the quarter.
  • Fusion Investment Group sold 1,609 iShares MSCI USA Min Vol Factor ETF shares in Q4 2015, an estimated $64K.
  • Fusion Investment Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2014 and held it in 3 quarters.
  • Fusion Investment Group's iShares MSCI USA Min Vol Factor ETF position peaked at $97K in Q2 2015.
  • 220 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.