Investors Capital Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Investors Capital Advisory Services’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 Q2	$440K	Buy	9,537 +4,553	+91%	+$202K	0.08%	312
2016 Q1	$218K	Sell	4,984 -3,778	-43%	-$157K	0.04%	544
2015 Q4	$366K	Sell	8,762 -1,343	-13%	-$56K	0.07%	382
2015 Q3	$400K	Hold	10,105	–	–	0.08%	350
2015 Q2	$407K	Buy	10,105 +260	+3%	+$10.7K	0.07%	377
2015 Q1	$406K	Buy	9,845 +1,762	+22%	+$72.6K	0.08%	365
2014 Q4	$327K	Hold	8,083	–	–	0.06%	412
2014 Q3	$304K	Buy	8,083 +28	+0.3%	+$1.05K	0.06%	428
2014 Q2	$299K	Hold	8,055	–	–	0.05%	472
2014 Q1	$290K	Buy	8,055 +652	+9%	+$23.1K	0.06%	414
2013 Q4	$262K	Buy	7,403 +446	+6%	+$15.5K	0.06%	411
2013 Q3	$231K	Sell	6,957 -2,836	-29%	-$94.7K	0.06%	424
2013 Q2	$318K	Buy	+9,793	New	+$326K	0.1%	296

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Investors Capital Advisory Services's USMV Position: Q2 2016 in Review

Investors Capital Advisory Services increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 91% in Q2 2016, buying an estimated $202K and bringing the position to 9,537 shares worth $440K. The position accounts for 0.08% of the portfolio, ranked #312.

Investors Capital Advisory Services first reported a position in USMV in Q2 2013 and has held it in 13 quarters since. 291 funds tracked by Wall St. Rank hold USMV as of Q2 2016.

Investors Capital Advisory Services held 9,537 shares of iShares MSCI USA Min Vol Factor ETF worth $440K as of Q2 2016.
Investors Capital Advisory Services bought 4,553 iShares MSCI USA Min Vol Factor ETF shares in Q2 2016, an estimated $202K.
iShares MSCI USA Min Vol Factor ETF made up 0.08% of Investors Capital Advisory Services's portfolio in Q2 2016, its #312 holding.
Investors Capital Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 13 quarters since.
291 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.