Lenox Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Lenox 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
2020 Q2	$44K	Sell	730 -361	-33%	-$21.4K	0.01%	267
2020 Q1	$58K	Buy	1,091 +155	+17%	+$9.83K	0.02%	231
2019 Q4	$61K	Sell	936 -491	-34%	-$31.5K	0.02%	260
2019 Q3	$91K	Buy	1,427 +674	+90%	+$42.7K	0.03%	216
2019 Q2	$46K	Buy	753 +315	+72%	+$18.9K	0.01%	256
2019 Q1	$26K	Buy	438 +407	+1,313%	+$22.8K	0.01%	317
2018 Q4	$2K	Buy	+31	New	+$1.7K	﹤0.01%	571

Other funds holding USMV

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lenox Wealth Management's USMV Position: Q2 2020 in Review

Lenox Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 33% in Q2 2020, selling an estimated $21.4K and leaving 730 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #267.

Lenox Wealth Management first reported a position in USMV in Q4 2018 and has held it in 7 quarters since. The position peaked at $91K in Q3 2019. 901 funds tracked by Wall St. Rank hold USMV as of Q2 2020.

Lenox Wealth Management held 730 shares of iShares MSCI USA Min Vol Factor ETF worth $44K as of Q2 2020.
Lenox Wealth Management sold 361 iShares MSCI USA Min Vol Factor ETF shares in Q2 2020, an estimated $21.4K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #267 holding.
Lenox Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 7 quarters since.
Lenox Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $91K in Q3 2019.
901 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.