HCR Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

HCR Wealth Advisors’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	-394	Closed	-$27K	–	271
2020 Q4	$27K	Buy	394 +69	+21%	+$4.54K	0.01%	226
2020 Q3	$21K	Buy	325 +90	+38%	+$5.71K	﹤0.01%	207
2020 Q2	$14K	Hold	235	–	–	﹤0.01%	218
2020 Q1	$13K	Buy	235 +25	+12%	+$1.59K	﹤0.01%	204
2019 Q4	$14K	Sell	210 -4,215	-95%	-$271K	﹤0.01%	205
2019 Q3	$281K	Buy	+4,425	New	+$280K	0.09%	127

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

HCR Wealth Advisors's USMV Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 394 shares — an estimated $27K sold.

HCR Wealth Advisors first reported a position in USMV in Q3 2019 and held it in 6 quarters. The position peaked at $281K in Q3 2019. 983 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

HCR Wealth Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 394 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $27K.
HCR Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 6 quarters.
HCR Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $281K in Q3 2019.
983 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.