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

MRA Associates USA’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
2019
Q3 		$430K Buy
6,703
+841
+14% +$53.3K 1.69% 18
2019
Q2 		$362K Buy
5,862
+833
+17% +$50K 1.43% 21
2019
Q1 		$296K Buy
5,029
+742
+17% +$41.6K 0.53% 23
2018
Q4 		$225K Buy
+4,287
New +$236K 0.34% 25

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MRA Associates USA's USMV Position: Q3 2019 in Review

MRA Associates USA increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 14% in Q3 2019, buying an estimated $53.3K and bringing the position to 6,703 shares worth $430K. The position accounts for 1.69% of the portfolio, ranked #18.

MRA Associates USA first reported a position in USMV in Q4 2018 and has held it in 4 quarters since. 766 funds tracked by Wall St. Rank hold USMV as of Q3 2019.

  • MRA Associates USA held 6,703 shares of iShares MSCI USA Min Vol Factor ETF worth $430K as of Q3 2019.
  • MRA Associates USA bought 841 iShares MSCI USA Min Vol Factor ETF shares in Q3 2019, an estimated $53.3K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.69% of MRA Associates USA's portfolio in Q3 2019, its #18 holding.
  • MRA Associates USA first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 4 quarters since.
  • 766 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.