Landsberg Bennett & Dubbaneh’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Landsberg Bennett & Dubbaneh’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
2021 Q3	$235K	Buy	+3,179	New	+$242K	0.03%	252

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Landsberg Bennett & Dubbaneh's USMV Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2021: 3,179 shares worth $235K. The stake represents 0.03% of the portfolio and ranks #252 among its holdings.

973 funds tracked by Wall St. Rank hold USMV as of Q3 2021.

Landsberg Bennett & Dubbaneh held 3,179 shares of iShares MSCI USA Min Vol Factor ETF worth $235K as of Q3 2021.
iShares MSCI USA Min Vol Factor ETF was a new Landsberg Bennett & Dubbaneh position in Q3 2021.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #252 holding.
973 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.