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Norris Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Norris Financial Group’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
-4,801
Closed -$259K – 82
2020
Q1 		$259K Buy
+4,801
New +$305K 0.29% 50

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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

Norris Financial Group's USMV Position: Q2 2020 in Review

Norris Financial Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2020, closing a stake of 4,801 shares — an estimated $259K sold.

Norris Financial Group first reported a position in USMV in Q1 2020 and held it in 1 quarter. The position peaked at $259K in Q1 2020. 902 funds tracked by Wall St. Rank hold USMV as of Q2 2020.

  • Norris Financial Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Norris Financial Group sold 4,801 iShares MSCI USA Min Vol Factor ETF shares in Q2 2020, an estimated $259K.
  • Norris Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and held it in 1 quarter.
  • Norris Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $259K in Q1 2020.
  • 902 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2020.

Based on Norris Financial Group's 13F filing for Q2 2020, filed 2 Jun 2026.