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Grandfield & Dodd’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Grandfield & Dodd’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
Q1 		– Sell
-5,297
Closed -$360K – 201
2020
Q4 		$360K Buy
+5,297
New +$349K 0.03% 144

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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

Grandfield & Dodd's USMV Position: Q1 2021 in Review

Grandfield & Dodd sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 5,297 shares — an estimated $360K sold.

Grandfield & Dodd first reported a position in USMV in Q4 2020 and held it in 1 quarter. The position peaked at $360K in Q4 2020. 983 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

  • Grandfield & Dodd reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Grandfield & Dodd sold 5,297 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $360K.
  • Grandfield & Dodd first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 1 quarter.
  • Grandfield & Dodd's iShares MSCI USA Min Vol Factor ETF position peaked at $360K in Q4 2020.
  • 983 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on Grandfield & Dodd's 13F filing for Q1 2021, filed 22 Apr 2021.