Northwest Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Northwest Wealth Management’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 Q2	–	Sell	-656	Closed	-$39K	–	447
2019 Q1	$39K	Hold	656	–	–	0.03%	239
2018 Q4	$34K	Hold	656	–	–	0.03%	233
2018 Q3	$37K	Hold	656	–	–	0.03%	239
2018 Q2	$35K	Hold	656	–	–	0.03%	250
2018 Q1	$34K	Buy	+656	New	+$34.7K	0.03%	255

Other funds holding USMV

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Northwest Wealth Management's USMV Position: Q2 2019 in Review

Northwest Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2019, closing a stake of 656 shares — an estimated $39K sold.

Northwest Wealth Management first reported a position in USMV in Q1 2018 and held it in 5 quarters. The position peaked at $39K in Q1 2019. 692 funds tracked by Wall St. Rank hold USMV as of Q2 2019.

Northwest Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 656 iShares MSCI USA Min Vol Factor ETF shares in Q2 2019, an estimated $39K.
Northwest Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $39K in Q1 2019.
692 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.