Laidlaw Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Laidlaw Group’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
2015 Q2	$295K	Buy	7,320 +105	+1%	+$4.34K	0.14%	64
2015 Q1	$298K	Buy	7,215 +365	+5%	+$15K	0.14%	63
2014 Q4	$277K	Buy	6,850 +215	+3%	+$8.46K	0.13%	67
2014 Q3	$250K	Buy	6,635 +35	+0.5%	+$1.32K	0.12%	70
2014 Q2	$246K	Buy	6,600 +550	+9%	+$20.1K	0.12%	74
2014 Q1	$218K	Buy	+6,050	New	+$214K	0.11%	77

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Laidlaw Group's USMV Position: Q2 2015 in Review

Laidlaw Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.5% in Q2 2015, buying an estimated $4.34K and bringing the position to 7,320 shares worth $295K. The position accounts for 0.14% of the portfolio, ranked #64.

Laidlaw Group first reported a position in USMV in Q1 2014 and has held it in 6 quarters since. The position peaked at $298K in Q1 2015. 171 funds tracked by Wall St. Rank hold USMV as of Q2 2015.

Laidlaw Group held 7,320 shares of iShares MSCI USA Min Vol Factor ETF worth $295K as of Q2 2015.
Laidlaw Group bought 105 iShares MSCI USA Min Vol Factor ETF shares in Q2 2015, an estimated $4.34K.
iShares MSCI USA Min Vol Factor ETF made up 0.14% of Laidlaw Group's portfolio in Q2 2015, its #64 holding.
Laidlaw Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2014 and has held it in 6 quarters since.
Laidlaw Group's iShares MSCI USA Min Vol Factor ETF position peaked at $298K in Q1 2015.
171 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2015.

Based on Laidlaw Group's 13F filing for Q2 2015, filed 31 Jul 2015.