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Independent Portfolio Consultants’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Independent Portfolio Consultants’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
Q4 		– Sell
-29,855
Closed -$1.36M – 860
2016
Q3 		$1.36M Sell
29,855
-8,615
-22% -$399K 0.43% 52
2016
Q2 		$1.78M Sell
38,470
-2,055
-5% -$91.3K 0.56% 34
2016
Q1 		$1.78M Buy
+40,525
New +$1.69M 0.5% 51

Other funds holding USMV

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Independent Portfolio Consultants's USMV Position: Q4 2016 in Review

Independent Portfolio Consultants sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2016, closing a stake of 29,855 shares — an estimated $1.36M sold.

Independent Portfolio Consultants first reported a position in USMV in Q1 2016 and held it in 3 quarters. The position peaked at $1.78M in Q1 2016. 328 funds tracked by Wall St. Rank hold USMV as of Q4 2016.

  • Independent Portfolio Consultants reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 29,855 iShares MSCI USA Min Vol Factor ETF shares in Q4 2016, an estimated $1.36M.
  • Independent Portfolio Consultants first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and held it in 3 quarters.
  • Independent Portfolio Consultants's iShares MSCI USA Min Vol Factor ETF position peaked at $1.78M in Q1 2016.
  • 328 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2016.

Based on Independent Portfolio Consultants's 13F filing for Q4 2016, filed 12 Jan 2017.