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Integrated Wealth Management (Palm Desert)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017
Q1 		$826K Buy
+17,307
New +$810K 0.28% 97

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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s USMV Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2017: 17,307 shares worth $826K. The stake represents 0.28% of the portfolio and ranks #97 among its holdings.

342 funds tracked by Wall St. Rank hold USMV as of Q1 2017.

  • Integrated Wealth Management (Palm Desert) held 17,307 shares of iShares MSCI USA Min Vol Factor ETF worth $826K as of Q1 2017.
  • iShares MSCI USA Min Vol Factor ETF was a new Integrated Wealth Management (Palm Desert) position in Q1 2017.
  • iShares MSCI USA Min Vol Factor ETF made up 0.28% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #97 holding.
  • 342 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.