Oak Point Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
Other funds holding USMV
RJA
NLI
EMPI
Oak Point Wealth Management's USMV Position: Q1 2018 in Review
Oak Point Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 19% in Q1 2018, buying an estimated $240K and bringing the position to 28,888 shares worth $1.48M. The position accounts for 1.51% of the portfolio, ranked #20.
Oak Point Wealth Management first reported a position in USMV in Q4 2017 and has held it in 2 quarters since. 469 funds tracked by Wall St. Rank hold USMV as of Q1 2018.
- Oak Point Wealth Management held 28,888 shares of iShares MSCI USA Min Vol Factor ETF worth $1.48M as of Q1 2018.
- Oak Point Wealth Management bought 4,538 iShares MSCI USA Min Vol Factor ETF shares in Q1 2018, an estimated $240K.
- iShares MSCI USA Min Vol Factor ETF made up 1.51% of Oak Point Wealth Management's portfolio in Q1 2018, its #20 holding.
- Oak Point Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 2 quarters since.
- 469 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.