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

Martel Wealth 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
2020
Q1 		– Sell
-3,130
Closed -$205K – 43
2019
Q4 		$205K Sell
3,130
-18
-0.6% -$1.16K 0.07% 40
2019
Q3 		$202K Sell
3,148
-351
-10% -$22.2K 0.07% 38
2019
Q2 		$216K Buy
+3,499
New +$210K 0.08% 38

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Martel Wealth Advisors's USMV Position: Q1 2020 in Review

Martel Wealth Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2020, closing a stake of 3,130 shares — an estimated $205K sold.

Martel Wealth Advisors first reported a position in USMV in Q2 2019 and held it in 3 quarters. The position peaked at $216K in Q2 2019. 879 funds tracked by Wall St. Rank hold USMV as of Q1 2020.

  • Martel Wealth Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Martel Wealth Advisors sold 3,130 iShares MSCI USA Min Vol Factor ETF shares in Q1 2020, an estimated $205K.
  • Martel Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and held it in 3 quarters.
  • Martel Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $216K in Q2 2019.
  • 879 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2020.

Based on Martel Wealth Advisors's 13F filing for Q1 2020, filed 18 Oct 2024.