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

Navellier & 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
2020
Q2 		– Sell
-60,000
Closed -$3.24M – 280
2020
Q1 		$3.24M Buy
+60,000
New +$3.81M 0.76% 34

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Navellier & Associates's USMV Position: Q2 2020 in Review

Navellier & Associates sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2020, closing a stake of 60,000 shares — an estimated $3.24M sold.

Navellier & Associates first reported a position in USMV in Q1 2020 and held it in 1 quarter. The position peaked at $3.24M in Q1 2020. 902 funds tracked by Wall St. Rank hold USMV as of Q2 2020.

  • Navellier & Associates reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Navellier & Associates sold 60,000 iShares MSCI USA Min Vol Factor ETF shares in Q2 2020, an estimated $3.24M.
  • Navellier & Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and held it in 1 quarter.
  • Navellier & Associates's iShares MSCI USA Min Vol Factor ETF position peaked at $3.24M in Q1 2020.
  • 902 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2020.

Based on Navellier & Associates's 13F filing for Q2 2020, filed 12 Aug 2020.