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Laird Norton Wetherby Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Laird Norton Wetherby Wealth 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
2016
Q4 		– Sell
-4,700
Closed -$214K – 546
2016
Q3 		$214K Sell
4,700
-3,500
-43% -$162K 0.04% 477
2016
Q2 		$379K Buy
8,200
+400
+5% +$17.8K 0.08% 297
2016
Q1 		$343K Buy
+7,800
New +$325K 0.08% 295

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's USMV Position: Q4 2016 in Review

Laird Norton Wetherby Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2016, closing a stake of 4,700 shares — an estimated $214K sold.

Laird Norton Wetherby Wealth Management first reported a position in USMV in Q1 2016 and held it in 3 quarters. The position peaked at $379K in Q2 2016. 328 funds tracked by Wall St. Rank hold USMV as of Q4 2016.

  • Laird Norton Wetherby Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2016 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 4,700 iShares MSCI USA Min Vol Factor ETF shares in Q4 2016, an estimated $214K.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and held it in 3 quarters.
  • Laird Norton Wetherby Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $379K in Q2 2016.
  • 328 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2016.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.