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

Lighthouse Financial 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 		$320K Sell
4,633
-248
-5% -$16.8K 0.1% 90
2020
Q4 		$331K Sell
4,881
-204
-4% -$13.4K 0.11% 87
2020
Q3 		$324K Sell
5,085
-79
-2% -$5.01K 0.12% 83
2020
Q2 		$313K Buy
+5,164
New +$306K 0.13% 79
2020
Q1 		– Sell
-102
Closed -$6K – 259
2019
Q4 		$6K Buy
+102
New +$6.55K ﹤0.01% 216

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Lighthouse Financial Advisors's USMV Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.1% in Q1 2021, selling an estimated $16.8K and leaving 4,633 shares worth $320K. The position accounts for 0.1% of the portfolio, ranked #90.

Lighthouse Financial Advisors first reported a position in USMV in Q4 2019 and has held it in 5 quarters since. The position peaked at $331K in Q4 2020. 983 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

  • Lighthouse Financial Advisors held 4,633 shares of iShares MSCI USA Min Vol Factor ETF worth $320K as of Q1 2021.
  • Lighthouse Financial Advisors sold 248 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $16.8K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.1% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #90 holding.
  • Lighthouse Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 5 quarters since.
  • Lighthouse Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $331K in Q4 2020.
  • 983 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.