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

KMS 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
2014
Q3 		$505K Buy
13,382
+54
+0.4% +$2.03K 0.07% 261
2014
Q2 		$496K Sell
13,328
-4,557
-25% -$167K 0.07% 274
2014
Q1 		$645K Sell
17,885
-12,590
-41% -$445K 0.1% 217
2013
Q4 		$1.08M Buy
+30,475
New +$1.06M 0.18% 129

Other funds holding USMV

AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

KMS Financial Services's USMV Position: Q3 2014 in Review

KMS Financial Services increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.41% in Q3 2014, buying an estimated $2.03K and bringing the position to 13,382 shares worth $505K. The position accounts for 0.07% of the portfolio, ranked #261.

KMS Financial Services first reported a position in USMV in Q4 2013 and has held it in 4 quarters since. The position peaked at $1.08M in Q4 2013. 114 funds tracked by Wall St. Rank hold USMV as of Q3 2014.

  • KMS Financial Services held 13,382 shares of iShares MSCI USA Min Vol Factor ETF worth $505K as of Q3 2014.
  • KMS Financial Services bought 54 iShares MSCI USA Min Vol Factor ETF shares in Q3 2014, an estimated $2.03K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.07% of KMS Financial Services's portfolio in Q3 2014, its #261 holding.
  • KMS Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2013 and has held it in 4 quarters since.
  • KMS Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $1.08M in Q4 2013.
  • 114 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.