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Kelleher Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kelleher Financial Advisors’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
2018
Q1 		– Sell
-4,034
Closed -$212K – 93
2017
Q4 		$212K Buy
+4,034
New +$209K 0.33% 73

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

Kelleher Financial Advisors's USMV Position: Q1 2018 in Review

Kelleher Financial Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2018, closing a stake of 4,034 shares — an estimated $212K sold.

Kelleher Financial Advisors first reported a position in USMV in Q4 2017 and held it in 1 quarter. The position peaked at $212K in Q4 2017. 469 funds tracked by Wall St. Rank hold USMV as of Q1 2018.

  • Kelleher Financial Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2018 after selling out during the quarter.
  • Kelleher Financial Advisors sold 4,034 iShares MSCI USA Min Vol Factor ETF shares in Q1 2018, an estimated $212K.
  • Kelleher Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and held it in 1 quarter.
  • Kelleher Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $212K in Q4 2017.
  • 469 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2018.

Based on Kelleher Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.