McMillion Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

McMillion Capital 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
2021 Q1	–	Sell	-193	Closed	-$13K	–	267
2020 Q4	$13K	Buy	+193	New	+$12.7K	0.01%	190
2020 Q2	–	Sell	-193	Closed	-$10K	–	256
2020 Q1	$10K	Hold	193	–	–	0.01%	175
2019 Q4	$13K	Hold	193	–	–	0.01%	180
2019 Q3	$12K	Hold	193	–	–	0.01%	181
2019 Q2	$12K	Buy	+193	New	+$11.6K	0.01%	183

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

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

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

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

McMillion Capital Management's USMV Position: Q1 2021 in Review

McMillion Capital Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 193 shares — an estimated $13K sold.

McMillion Capital Management first reported a position in USMV in Q2 2019 and held it in 5 quarters. The position peaked at $13K in Q4 2020. 983 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

McMillion Capital Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
McMillion Capital Management sold 193 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $13K.
McMillion Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and held it in 5 quarters.
McMillion Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $13K in Q4 2020.
983 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on McMillion Capital Management's 13F filing for Q1 2021, filed 13 May 2021.