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Lebenthal Global Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Lebenthal Global Advisors’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
Q1 		– Sell
-150
Closed -$10K – 519
2020
Q4 		$10K Buy
+150
New +$9.88K 0.01% 444

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Morgan Stanley
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lebenthal Global Advisors's USMV Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 150 shares — an estimated $10K sold.

Lebenthal Global Advisors first reported a position in USMV in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 983 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 150 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $10K.
  • Lebenthal Global Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $10K in Q4 2020.
  • 983 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.