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Montag & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Montag & Associates’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
-6
Closed – – 893
2021
Q1 		$0 Buy
+6
New +$406 ﹤0.01% 893

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Montag & Associates's USMV Position: Q2 2021 in Review

Montag & Associates sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2021, closing a stake of 6 shares.

Montag & Associates first reported a position in USMV in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 969 funds tracked by Wall St. Rank hold USMV as of Q2 2021.

  • Montag & Associates reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Montag & Associates sold 6 iShares MSCI USA Min Vol Factor ETF shares in Q2 2021.
  • Montag & Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2021 and held it in 1 quarter.
  • Montag & Associates's iShares MSCI USA Min Vol Factor ETF position peaked at $0 in Q1 2021.
  • 969 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2021.

Based on Montag & Associates's 13F filing for Q2 2021, filed 3 Aug 2021.