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Landaas & Company’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Landaas & Company’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
Q3 		– Sell
-2,881
Closed -$153K – 293
2018
Q2 		$153K Buy
+2,881
New +$152K 0.12% 70
2018
Q1 		– Sell
-3,064
Closed -$162K – 287
2017
Q4 		$162K Hold
3,064
– – 0.14% 65
2017
Q3 		$154K Buy
+3,064
New +$153K 0.14% 64

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Landaas & Company's USMV Position: Q3 2018 in Review

Landaas & Company sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2018, closing a stake of 2,881 shares — an estimated $153K sold.

Landaas & Company first reported a position in USMV in Q3 2017 and held it in 3 quarters. The position peaked at $162K in Q4 2017. 488 funds tracked by Wall St. Rank hold USMV as of Q3 2018.

  • Landaas & Company reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2018 after selling out during the quarter.
  • Landaas & Company sold 2,881 iShares MSCI USA Min Vol Factor ETF shares in Q3 2018, an estimated $153K.
  • Landaas & Company first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2017 and held it in 3 quarters.
  • Landaas & Company's iShares MSCI USA Min Vol Factor ETF position peaked at $162K in Q4 2017.
  • 488 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.