Moneda SA Administradora General de Fondos’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Moneda SA Administradora General de Fondos’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	-2,894	Closed	-$196K	–	47
2020 Q4	$196K	Hold	2,894	–	–	0.11%	44
2020 Q3	$184K	Sell	2,894 -2,004	-41%	-$127K	0.15%	45
2020 Q2	$297K	Hold	4,898	–	–	0.27%	45
2020 Q1	$265K	Buy	4,898 +1,643	+50%	+$104K	0.56%	37
2019 Q4	$214K	Buy	+3,255	New	+$209K	0.3%	52

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

Moneda SA Administradora General de Fondos's USMV Position: Q1 2021 in Review

Moneda SA Administradora General de Fondos sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 2,894 shares — an estimated $196K sold.

Moneda SA Administradora General de Fondos first reported a position in USMV in Q4 2019 and held it in 5 quarters. The position peaked at $297K in Q2 2020. 983 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

Moneda SA Administradora General de Fondos reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
Moneda SA Administradora General de Fondos sold 2,894 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $196K.
Moneda SA Administradora General de Fondos first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 5 quarters.
Moneda SA Administradora General de Fondos's iShares MSCI USA Min Vol Factor ETF position peaked at $297K in Q2 2020.
983 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on Moneda SA Administradora General de Fondos's 13F filing for Q1 2021, filed 11 May 2021.