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Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
Q2 		– Sell
-3,767
Closed -$203K – 100
2020
Q1 		$203K Buy
+3,767
New +$239K 0.06% 85

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LPL Financial
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BlackRock
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Envestnet Asset Management
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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

Genovese Burford & Brothers Wealth & Retirement Plan Management's USMV Position: Q2 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2020, closing a stake of 3,767 shares — an estimated $203K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in USMV in Q1 2020 and held it in 1 quarter. The position peaked at $203K in Q1 2020. 902 funds tracked by Wall St. Rank hold USMV as of Q2 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 3,767 iShares MSCI USA Min Vol Factor ETF shares in Q2 2020, an estimated $203K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares MSCI USA Min Vol Factor ETF position peaked at $203K in Q1 2020.
  • 902 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q2 2020, filed 6 Aug 2020.