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Old Second National Bank of Aurora’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Old Second National Bank of Aurora’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
Q3 		– Sell
-1,000
Closed -$62K – 375
2019
Q2 		$62K Sell
1,000
-460
-32% -$27.6K 0.02% 177
2019
Q1 		$86K Buy
+1,460
New +$81.8K 0.03% 164

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RJA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Old Second National Bank of Aurora's USMV Position: Q3 2019 in Review

Old Second National Bank of Aurora sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2019, closing a stake of 1,000 shares — an estimated $62K sold.

Old Second National Bank of Aurora first reported a position in USMV in Q1 2019 and held it in 2 quarters. The position peaked at $86K in Q1 2019. 766 funds tracked by Wall St. Rank hold USMV as of Q3 2019.

  • Old Second National Bank of Aurora reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
  • Old Second National Bank of Aurora sold 1,000 iShares MSCI USA Min Vol Factor ETF shares in Q3 2019, an estimated $62K.
  • Old Second National Bank of Aurora first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and held it in 2 quarters.
  • Old Second National Bank of Aurora's iShares MSCI USA Min Vol Factor ETF position peaked at $86K in Q1 2019.
  • 766 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2019.

Based on Old Second National Bank of Aurora's 13F filing for Q3 2019, filed 25 Oct 2019.