Kore Private Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-1,269	Closed	-$76K	–	1038
2020 Q2	$76K	Buy	1,269 +1,149	+958%	+$68.2K	0.02%	378
2020 Q1	$6K	Sell	120 -118	-50%	-$7.49K	﹤0.01%	784
2019 Q4	$16K	Buy	+238	New	+$15.3K	﹤0.01%	675
2019 Q2	–	Sell	-118	Closed	-$7K	–	758
2019 Q1	$7K	Hold	118	–	–	﹤0.01%	721
2018 Q4	$6K	Buy	+118	New	+$6.49K	﹤0.01%	656

Other funds holding USMV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kore Private Wealth's USMV Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2020, closing a stake of 1,269 shares — an estimated $76K sold.

Kore Private Wealth first reported a position in USMV in Q4 2018 and held it in 5 quarters. The position peaked at $76K in Q2 2020. 900 funds tracked by Wall St. Rank hold USMV as of Q3 2020.

Kore Private Wealth reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 1,269 iShares MSCI USA Min Vol Factor ETF shares in Q3 2020, an estimated $76K.
Kore Private Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $76K in Q2 2020.
900 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.