Nachman Norwood & Parrott’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Nachman Norwood & Parrott’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	$960K	Buy	13,040 +41	+0.3%	+$2.96K	0.1%	134
2021 Q1	$899K	Hold	12,999	–	–	0.1%	134
2020 Q4	$882K	Buy	12,999 +1,258	+11%	+$82.8K	0.1%	126
2020 Q3	$748K	Buy	11,741 +29	+0.2%	+$1.84K	0.1%	128
2020 Q2	$710K	Sell	11,712 -117	-1%	-$6.94K	0.12%	128
2020 Q1	$639K	Buy	11,829 +182	+2%	+$11.5K	0.13%	118
2019 Q4	$764K	Buy	11,647 +34	+0.3%	+$2.18K	0.13%	131
2019 Q3	$744K	Buy	11,613 +78	+0.7%	+$4.94K	0.13%	125
2019 Q2	$712K	Hold	11,535	–	–	0.13%	126
2019 Q1	$678K	Buy	11,535 +2,052	+22%	+$115K	0.13%	125
2018 Q4	$497K	Buy	+9,483	New	+$521K	0.1%	139

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nachman Norwood & Parrott's USMV Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.32% in Q2 2021, buying an estimated $2.96K and bringing the position to 13,040 shares worth $960K. The position accounts for 0.1% of the portfolio, ranked #134.

Nachman Norwood & Parrott first reported a position in USMV in Q4 2018 and has held it in 11 quarters since. 970 funds tracked by Wall St. Rank hold USMV as of Q2 2021.

Nachman Norwood & Parrott held 13,040 shares of iShares MSCI USA Min Vol Factor ETF worth $960K as of Q2 2021.
Nachman Norwood & Parrott bought 41 iShares MSCI USA Min Vol Factor ETF shares in Q2 2021, an estimated $2.96K.
iShares MSCI USA Min Vol Factor ETF made up 0.1% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #134 holding.
Nachman Norwood & Parrott first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 11 quarters since.
970 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.