PC
USMV icon

Permanens Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Permanens Capital’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
Q2 		– Sell
-450
Closed -$24K – 126
2020
Q1 		$24K Sell
450
-137
-23% -$8.69K 0.01% 75
2019
Q4 		$39K Hold
587
– – 0.01% 83
2019
Q3 		$38K Hold
587
– – 0.01% 63
2019
Q2 		$36K Sell
587
-1,733
-75% -$104K 0.01% 61
2019
Q1 		$136K Buy
+2,320
New +$130K 0.04% 30

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Permanens Capital's USMV Position: Q2 2020 in Review

Permanens Capital sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2020, closing a stake of 450 shares — an estimated $24K sold.

Permanens Capital first reported a position in USMV in Q1 2019 and held it in 5 quarters. The position peaked at $136K in Q1 2019. 902 funds tracked by Wall St. Rank hold USMV as of Q2 2020.

  • Permanens Capital reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Permanens Capital sold 450 iShares MSCI USA Min Vol Factor ETF shares in Q2 2020, an estimated $24K.
  • Permanens Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and held it in 5 quarters.
  • Permanens Capital's iShares MSCI USA Min Vol Factor ETF position peaked at $136K in Q1 2019.
  • 902 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2020.

Based on Permanens Capital's 13F filing for Q2 2020, filed 13 Aug 2020.