Managed Account Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Managed Account Services’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	$238K	Hold	3,241	–	–	0.06%	98
2021 Q2	$239K	Sell	3,241 -272	-8%	-$19.6K	0.06%	101
2021 Q1	$243K	Sell	3,513 -73	-2%	-$4.93K	0.06%	92
2020 Q4	$245K	Hold	3,586	–	–	0.07%	91
2020 Q3	$233K	Hold	3,586	–	–	0.07%	89
2020 Q2	$226K	Sell	3,586 -845	-19%	-$50.1K	0.08%	85
2020 Q1	$232K	Buy	4,431 +845	+24%	+$53.6K	0.11%	81
2019 Q4	$237K	Hold	3,586	–	–	0.1%	82
2019 Q3	$229K	Hold	3,586	–	–	0.11%	80
2019 Q2	$226K	Hold	3,586	–	–	0.12%	80
2019 Q1	$213K	Buy	+3,586	New	+$201K	0.12%	78

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Managed Account Services's USMV Position: Q3 2021 in Review

Managed Account Services held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2021 at 3,241 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #98.

Managed Account Services first reported a position in USMV in Q1 2019 and has held it in 11 quarters since. The position peaked at $245K in Q4 2020. 972 funds tracked by Wall St. Rank hold USMV as of Q3 2021.

Managed Account Services held 3,241 shares of iShares MSCI USA Min Vol Factor ETF worth $238K as of Q3 2021.
Managed Account Services left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2021.
iShares MSCI USA Min Vol Factor ETF made up 0.06% of Managed Account Services's portfolio in Q3 2021, its #98 holding.
Managed Account Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and has held it in 11 quarters since.
Managed Account Services's iShares MSCI USA Min Vol Factor ETF position peaked at $245K in Q4 2020.
972 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2021.

Based on Managed Account Services's 13F filing for Q3 2021, filed 9 Nov 2021.