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JCIC Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

JCIC Asset 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
2014
Q4 		– Sell
-1,250
Closed -$47K – 106
2014
Q3 		$47K Buy
+1,250
New +$47K 0.01% 56

Other funds holding USMV

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JCIC Asset Management's USMV Position: Q4 2014 in Review

JCIC Asset Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2014, closing a stake of 1,250 shares — an estimated $47K sold.

JCIC Asset Management first reported a position in USMV in Q3 2014 and held it in 1 quarter. The position peaked at $47K in Q3 2014. 145 funds tracked by Wall St. Rank hold USMV as of Q4 2014.

  • JCIC Asset Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2014 after selling out during the quarter.
  • JCIC Asset Management sold 1,250 iShares MSCI USA Min Vol Factor ETF shares in Q4 2014, an estimated $47K.
  • JCIC Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2014 and held it in 1 quarter.
  • JCIC Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $47K in Q3 2014.
  • 145 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2014.

Based on JCIC Asset Management's 13F filing for Q4 2014, filed 5 Feb 2015.