Hochman Cole Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Hochman Cole Investment 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 Q3	$399K	Sell	5,426 -664	-11%	-$50.6K	0.16%	88
2021 Q2	$448K	Sell	6,090 -1,769	-23%	-$128K	0.18%	82
2021 Q1	$544K	Buy	7,859 +251	+3%	+$17K	0.23%	71
2020 Q4	$516K	Buy	7,608 +1,944	+34%	+$128K	0.22%	74
2020 Q3	$361K	Buy	5,664 +389	+7%	+$24.7K	0.18%	83
2020 Q2	$320K	Buy	+5,275	New	+$313K	0.18%	86

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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return

Hochman Cole Investment Advisors's USMV Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 11% in Q3 2021, selling an estimated $50.6K and leaving 5,426 shares worth $399K. The position accounts for 0.16% of the portfolio, ranked #88.

Hochman Cole Investment Advisors first reported a position in USMV in Q2 2020 and has held it in 6 quarters since. The position peaked at $544K in Q1 2021. 973 funds tracked by Wall St. Rank hold USMV as of Q3 2021.

Hochman Cole Investment Advisors held 5,426 shares of iShares MSCI USA Min Vol Factor ETF worth $399K as of Q3 2021.
Hochman Cole Investment Advisors sold 664 iShares MSCI USA Min Vol Factor ETF shares in Q3 2021, an estimated $50.6K.
iShares MSCI USA Min Vol Factor ETF made up 0.16% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #88 holding.
Hochman Cole Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and has held it in 6 quarters since.
Hochman Cole Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $544K in Q1 2021.
973 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.