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

Optimum Investment 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
2020 Q4	–	Sell	-300	Closed	-$19K	–	957
2020 Q3	$19K	Hold	300	–	–	0.01%	621
2020 Q2	$18K	Hold	300	–	–	0.01%	620
2020 Q1	$16K	Hold	300	–	–	0.01%	621
2019 Q4	$20K	Hold	300	–	–	0.01%	673
2019 Q3	$19K	Hold	300	–	–	0.01%	691
2019 Q2	$19K	Hold	300	–	–	0.01%	692
2019 Q1	$18K	Hold	300	–	–	0.01%	713
2018 Q4	$16K	Hold	300	–	–	0.01%	691
2018 Q3	$17K	Hold	300	–	–	﹤0.01%	770
2018 Q2	$16K	Hold	300	–	–	﹤0.01%	782
2018 Q1	$16K	Buy	+300	New	+$15.9K	﹤0.01%	750

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Optimum Investment Advisors's USMV Position: Q4 2020 in Review

Optimum Investment Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2020, closing a stake of 300 shares — an estimated $19K sold.

Optimum Investment Advisors first reported a position in USMV in Q1 2018 and held it in 11 quarters. The position peaked at $20K in Q4 2019. 1,024 funds tracked by Wall St. Rank hold USMV as of Q4 2020.

Optimum Investment Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
Optimum Investment Advisors sold 300 iShares MSCI USA Min Vol Factor ETF shares in Q4 2020, an estimated $19K.
Optimum Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and held it in 11 quarters.
Optimum Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $20K in Q4 2019.
1,024 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.