Opes Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Opes Advisors’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
2018 Q4	$376K	Buy	+7,185	New	+$395K	0.27%	34

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 $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Opes Advisors's USMV Position: Q4 2018 in Review

Opes Advisors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2018: 7,185 shares worth $376K. The stake represents 0.27% of the portfolio and ranks #34 among its holdings.

613 funds tracked by Wall St. Rank hold USMV as of Q4 2018.

Opes Advisors held 7,185 shares of iShares MSCI USA Min Vol Factor ETF worth $376K as of Q4 2018.
iShares MSCI USA Min Vol Factor ETF was a new Opes Advisors position in Q4 2018.
iShares MSCI USA Min Vol Factor ETF made up 0.27% of Opes Advisors's portfolio in Q4 2018, its #34 holding.
613 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.