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Indie Asset Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Indie Asset Partners’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
-4,829
Closed -$328K – 125
2020
Q4 		$328K Sell
4,829
-2,215
-31% -$146K 0.38% 67
2020
Q3 		$449K Sell
7,044
-5,870
-45% -$372K 0.56% 49
2020
Q2 		$830K Sell
12,914
-51,205
-80% -$3.04M 1.04% 21
2020
Q1 		$3.46M Sell
64,119
-8,580
-12% -$544K 4.32% 5
2019
Q4 		$4.77M Buy
+72,699
New +$4.67M 5.07% 4

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Indie Asset Partners's USMV Position: Q1 2021 in Review

Indie Asset Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 4,829 shares — an estimated $328K sold.

Indie Asset Partners first reported a position in USMV in Q4 2019 and held it in 5 quarters. The position peaked at $4.77M in Q4 2019. 983 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

  • Indie Asset Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Indie Asset Partners sold 4,829 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $328K.
  • Indie Asset Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 5 quarters.
  • Indie Asset Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $4.77M in Q4 2019.
  • 983 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on Indie Asset Partners's 13F filing for Q1 2021, filed 13 May 2021.