PCM
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Pennsylvania Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Pennsylvania Capital Management’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
Q3 		– Sell
-6,984
Closed -$423K – 135
2020
Q2 		$423K Buy
+6,984
New +$414K 0.23% 74

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Pennsylvania Capital Management's USMV Position: Q3 2020 in Review

Pennsylvania Capital Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2020, closing a stake of 6,984 shares — an estimated $423K sold.

Pennsylvania Capital Management first reported a position in USMV in Q2 2020 and held it in 1 quarter. The position peaked at $423K in Q2 2020. 901 funds tracked by Wall St. Rank hold USMV as of Q3 2020.

  • Pennsylvania Capital Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Pennsylvania Capital Management sold 6,984 iShares MSCI USA Min Vol Factor ETF shares in Q3 2020, an estimated $423K.
  • Pennsylvania Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and held it in 1 quarter.
  • Pennsylvania Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $423K in Q2 2020.
  • 901 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2020.

Based on Pennsylvania Capital Management's 13F filing for Q3 2020, filed 7 Oct 2020.