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Harfst & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Harfst & Associates’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
2018
Q2 		– Sell
-5,209
Closed -$270K – 85
2018
Q1 		$270K Hold
5,209
– – 0.11% 67
2017
Q4 		$274K Hold
5,209
– – 0.11% 71
2017
Q3 		$262K Buy
5,209
+4,000
+331% +$199K 0.11% 74
2017
Q2 		$59K Sell
1,209
-501
-29% -$24.4K 0.02% 139
2017
Q1 		$81K Buy
+1,710
New +$80.1K 0.04% 137
2016
Q1 		– Sell
-1,960
Closed -$81K – 241
2015
Q4 		$81K Buy
+1,960
New +$81.7K 0.03% 157

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Harfst & Associates's USMV Position: Q2 2018 in Review

Harfst & Associates sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2018, closing a stake of 5,209 shares — an estimated $270K sold.

Harfst & Associates first reported a position in USMV in Q4 2015 and held it in 6 quarters. The position peaked at $274K in Q4 2017. 463 funds tracked by Wall St. Rank hold USMV as of Q2 2018.

  • Harfst & Associates reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2018 after selling out during the quarter.
  • Harfst & Associates sold 5,209 iShares MSCI USA Min Vol Factor ETF shares in Q2 2018, an estimated $270K.
  • Harfst & Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and held it in 6 quarters.
  • Harfst & Associates's iShares MSCI USA Min Vol Factor ETF position peaked at $274K in Q4 2017.
  • 463 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2018.

Based on Harfst & Associates's 13F filing for Q2 2018, filed 10 Aug 2018.