Janney Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Janney Capital Management’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	-11,191	Closed	-$760K	–	214
2020 Q4	$760K	Buy	11,191 +111	+1%	+$7.31K	0.05%	123
2020 Q3	$706K	Sell	11,080 -179	-2%	-$11.4K	0.05%	133
2020 Q2	$683K	Sell	11,259 -5,023	-31%	-$298K	0.05%	128
2020 Q1	$879K	Buy	16,282 +7,406	+83%	+$470K	0.07%	103
2019 Q4	$582K	Sell	8,876 -2,985	-25%	-$192K	0.03%	139
2019 Q3	$760K	Buy	11,861 +2,949	+33%	+$187K	0.04%	112
2019 Q2	$550K	Sell	8,912 -869	-9%	-$52.2K	0.03%	122
2019 Q1	$575K	Sell	9,781 -1,580	-14%	-$88.5K	0.03%	126
2018 Q4	$595K	Buy	+11,361	New	+$624K	0.03%	120

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Janney Capital Management's USMV Position: Q1 2021 in Review

Janney Capital Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 11,191 shares — an estimated $760K sold.

Janney Capital Management first reported a position in USMV in Q4 2018 and held it in 9 quarters. The position peaked at $879K in Q1 2020. 983 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

Janney Capital Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
Janney Capital Management sold 11,191 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $760K.
Janney Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 9 quarters.
Janney Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $879K in Q1 2020.
983 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on Janney Capital Management's 13F filing for Q1 2021, filed 27 Apr 2021.