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JD Financial Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

JD Financial 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
2021
Q1 		– Sell
-5,768
Closed -$392K – 57
2020
Q4 		$392K Buy
+5,768
New +$380K 0.43% 20

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Envestnet Asset Management
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Wells Fargo
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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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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JD Financial Services's USMV Position: Q1 2021 in Review

JD Financial Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 5,768 shares — an estimated $392K sold.

JD Financial Services first reported a position in USMV in Q4 2020 and held it in 1 quarter. The position peaked at $392K in Q4 2020. 983 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

  • JD Financial Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • JD Financial Services sold 5,768 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $392K.
  • JD Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 1 quarter.
  • JD Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $392K in Q4 2020.
  • 983 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on JD Financial Services's 13F filing for Q1 2021, filed 18 May 2021.