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Gupta Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Gupta Wealth 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
2016
Q1 		– Sell
-335
Closed -$14K – 1283
2015
Q4 		$14K Buy
+335
New +$14K ﹤0.01% 800

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gupta Wealth Management's USMV Position: Q1 2016 in Review

Gupta Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2016, closing a stake of 335 shares — an estimated $14K sold.

Gupta Wealth Management first reported a position in USMV in Q4 2015 and held it in 1 quarter. The position peaked at $14K in Q4 2015. 277 funds tracked by Wall St. Rank hold USMV as of Q1 2016.

  • Gupta Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 335 iShares MSCI USA Min Vol Factor ETF shares in Q1 2016, an estimated $14K.
  • Gupta Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $14K in Q4 2015.
  • 277 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.