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

Manchester Financial’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 Q2	–	Sell	-133	Closed	-$9K	–	615
2021 Q1	$9K	Hold	133	–	–	﹤0.01%	456
2020 Q4	$9K	Hold	133	–	–	0.01%	384
2020 Q3	$8K	Hold	133	–	–	0.01%	341
2020 Q2	$8K	Hold	133	–	–	0.01%	328
2020 Q1	$7K	Hold	133	–	–	0.01%	320
2019 Q4	$9K	Buy	+133	New	+$8.54K	﹤0.01%	366
2019 Q3	–	Sell	-15	Closed	-$1K	–	412
2019 Q2	$1K	Buy	+15	New	+$900	﹤0.01%	487

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

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

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

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

Manchester Financial's USMV Position: Q2 2021 in Review

Manchester Financial sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2021, closing a stake of 133 shares — an estimated $9K sold.

Manchester Financial first reported a position in USMV in Q2 2019 and held it in 7 quarters. The position peaked at $9K in Q1 2021. 969 funds tracked by Wall St. Rank hold USMV as of Q2 2021.

Manchester Financial reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 133 iShares MSCI USA Min Vol Factor ETF shares in Q2 2021, an estimated $9K.
Manchester Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and held it in 7 quarters.
Manchester Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $9K in Q1 2021.
969 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.