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

Legacy 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
2018
Q3 		– Sell
-418
Closed -$22K – 500
2018
Q2 		$22K Buy
+418
New +$22K 0.02% 248

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

Legacy Advisors's USMV Position: Q3 2018 in Review

Legacy Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2018, closing a stake of 418 shares — an estimated $22K sold.

Legacy Advisors first reported a position in USMV in Q2 2018 and held it in 1 quarter. The position peaked at $22K in Q2 2018. 488 funds tracked by Wall St. Rank hold USMV as of Q3 2018.

  • Legacy Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2018 after selling out during the quarter.
  • Legacy Advisors sold 418 iShares MSCI USA Min Vol Factor ETF shares in Q3 2018, an estimated $22K.
  • Legacy Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2018 and held it in 1 quarter.
  • Legacy Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $22K in Q2 2018.
  • 488 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2018.

Based on Legacy Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.