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Interactive Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Interactive Financial 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
2014
Q3 		– Sell
-2
Closed – – 89
2014
Q2 		$0 Sell
2
-15
-88% -$549 ﹤0.01% 129
2014
Q1 		$1K Sell
17
-17,861
-100% -$632K ﹤0.01% 114
2013
Q4 		$635K Sell
17,878
-100,607
-85% -$3.49M 0.37% 34
2013
Q3 		$3.94M Buy
118,485
+70,965
+149% +$2.37M 2.41% 11
2013
Q2 		$1.55M Buy
+47,520
New +$1.58M 1.14% 12

Other funds holding USMV

AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Interactive Financial Advisors's USMV Position: Q3 2014 in Review

Interactive Financial Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2014, closing a stake of 2 shares.

Interactive Financial Advisors first reported a position in USMV in Q2 2013 and held it in 5 quarters. The position peaked at $3.94M in Q3 2013. 115 funds tracked by Wall St. Rank hold USMV as of Q3 2014.

  • Interactive Financial Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2014 after selling out during the quarter.
  • Interactive Financial Advisors sold 2 iShares MSCI USA Min Vol Factor ETF shares in Q3 2014.
  • Interactive Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and held it in 5 quarters.
  • Interactive Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $3.94M in Q3 2013.
  • 115 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2014.

Based on Interactive Financial Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.