MKD Wealth Coaches’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

MKD Wealth Coaches’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	-5,427	Closed	-$368K	–	26
2020 Q4	$368K	Sell	5,427 -106,844	-95%	-$7.03M	0.59%	17
2020 Q3	$7.16M	Sell	112,271 -31,414	-22%	-$1.99M	10.22%	3
2020 Q2	$8.71M	Buy	143,685 +40,686	+40%	+$2.41M	11%	2
2020 Q1	$5.56M	Sell	102,999 -6,963	-6%	-$442K	7.46%	3
2019 Q4	$7.21M	Sell	109,962 -1,850	-2%	-$119K	6.14%	2
2019 Q3	$7.17M	Buy	111,812 +752	+0.7%	+$47.6K	7.45%	2
2019 Q2	$6.86M	Sell	111,060 -4,284	-4%	-$257K	6.11%	3
2019 Q1	$6.78M	Buy	+115,344	New	+$6.46M	6.85%	2

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

MKD Wealth Coaches's USMV Position: Q1 2021 in Review

MKD Wealth Coaches sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 5,427 shares — an estimated $368K sold.

MKD Wealth Coaches first reported a position in USMV in Q1 2019 and held it in 8 quarters. The position peaked at $8.71M in Q2 2020. 983 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

MKD Wealth Coaches reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
MKD Wealth Coaches sold 5,427 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $368K.
MKD Wealth Coaches first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and held it in 8 quarters.
MKD Wealth Coaches's iShares MSCI USA Min Vol Factor ETF position peaked at $8.71M in Q2 2020.
983 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on MKD Wealth Coaches's 13F filing for Q1 2021, filed 6 Apr 2021.