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

OmniStar 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
2021 Q1	–	Sell	-4,705	Closed	-$319K	–	135
2020 Q4	$319K	Buy	4,705 +466	+11%	+$30.7K	0.22%	106
2020 Q3	$270K	Sell	4,239 -118	-3%	-$7.49K	0.2%	111
2020 Q2	$264K	Sell	4,357 -1,726	-28%	-$102K	0.22%	99
2020 Q1	$329K	Sell	6,083 -2,912	-32%	-$185K	0.32%	83
2019 Q4	$590K	Buy	8,995 +840	+10%	+$53.9K	0.5%	70
2019 Q3	$523K	Buy	8,155 +2,975	+57%	+$188K	0.46%	73
2019 Q2	$320K	Buy	5,180 +849	+20%	+$51K	0.29%	94
2019 Q1	$255K	Buy	+4,331	New	+$243K	0.22%	95

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

OmniStar Financial Group's USMV Position: Q1 2021 in Review

OmniStar Financial Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 4,705 shares — an estimated $319K sold.

OmniStar Financial Group first reported a position in USMV in Q1 2019 and held it in 8 quarters. The position peaked at $590K in Q4 2019. 983 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

OmniStar Financial Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
OmniStar Financial Group sold 4,705 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $319K.
OmniStar Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and held it in 8 quarters.
OmniStar Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $590K in Q4 2019.
983 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on OmniStar Financial Group's 13F filing for Q1 2021, filed 13 May 2021.