Global Wealth Management Investment Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Global Wealth Management Investment Advisory’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 Q2	–	Sell	-282	Closed	-$20K	–	493
2021 Q1	$20K	Buy	282 +279	+9,300%	+$18.9K	0.01%	246
2020 Q4	$0	Hold	3	–	–	﹤0.01%	506
2020 Q3	$0	Sell	3 -188	-98%	-$11.9K	﹤0.01%	630
2020 Q2	$12K	Sell	191 -948	-83%	-$56.3K	0.01%	332
2020 Q1	$62K	Buy	1,139 +3	+0.3%	+$190	0.03%	160
2019 Q4	$75K	Sell	1,136 -30	-3%	-$1.93K	0.03%	155
2019 Q3	$75K	Sell	1,166 -85	-7%	-$5.38K	0.03%	147
2019 Q2	$77K	Sell	1,251 -2,702	-68%	-$162K	0.04%	150
2019 Q1	$232K	Sell	3,953 -4,903	-55%	-$275K	0.12%	107
2018 Q4	$464K	Buy	+8,856	New	+$487K	0.27%	84

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Wealth Management Investment Advisory's USMV Position: Q2 2021 in Review

Global Wealth Management Investment Advisory sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2021, closing a stake of 282 shares — an estimated $20K sold.

Global Wealth Management Investment Advisory first reported a position in USMV in Q4 2018 and held it in 10 quarters. The position peaked at $464K in Q4 2018. 970 funds tracked by Wall St. Rank hold USMV as of Q2 2021.

Global Wealth Management Investment Advisory reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 282 iShares MSCI USA Min Vol Factor ETF shares in Q2 2021, an estimated $20K.
Global Wealth Management Investment Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 10 quarters.
Global Wealth Management Investment Advisory's iShares MSCI USA Min Vol Factor ETF position peaked at $464K in Q4 2018.
970 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2021, filed 11 Aug 2021.