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

Julex 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
2019 Q3	$6.04M	Buy	+94,360	New	+$5.98M	14.25%	1

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Julex Capital Management's USMV Position: Q3 2019 in Review

Julex Capital Management opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2019: 94,360 shares worth $6.04M. The stake represents 14.25% of the portfolio and ranks #1 among its holdings.

766 funds tracked by Wall St. Rank hold USMV as of Q3 2019.

Julex Capital Management held 94,360 shares of iShares MSCI USA Min Vol Factor ETF worth $6.04M as of Q3 2019.
iShares MSCI USA Min Vol Factor ETF was a new Julex Capital Management position in Q3 2019.
iShares MSCI USA Min Vol Factor ETF made up 14.25% of Julex Capital Management's portfolio in Q3 2019, its #1 holding.
766 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.