IIC
USMV icon

Integrated Investment Consultants’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Integrated Investment 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
2018
Q2 		– Sell
-860
Closed -$45K – 666
2018
Q1 		$45K Buy
+860
New +$45.5K 0.02% 448
2017
Q3 		$14K Buy
+270
New +$13.5K 0.01% 496

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

Integrated Investment Consultants's USMV Position: Q2 2018 in Review

Integrated Investment Consultants sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2018, closing a stake of 860 shares — an estimated $45K sold.

Integrated Investment Consultants first reported a position in USMV in Q3 2017 and held it in 2 quarters. The position peaked at $45K in Q1 2018. 463 funds tracked by Wall St. Rank hold USMV as of Q2 2018.

  • Integrated Investment Consultants reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 860 iShares MSCI USA Min Vol Factor ETF shares in Q2 2018, an estimated $45K.
  • Integrated Investment Consultants first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2017 and held it in 2 quarters.
  • Integrated Investment Consultants's iShares MSCI USA Min Vol Factor ETF position peaked at $45K in Q1 2018.
  • 463 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.