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Personal CFO Solutions’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Personal CFO Solutions’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
-3,497
Closed -$212K – 320
2020
Q2 		$212K Buy
+3,497
New +$208K 0.06% 278

Other funds holding USMV

Bank of America
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
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

Personal CFO Solutions's USMV Position: Q3 2020 in Review

Personal CFO Solutions sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2020, closing a stake of 3,497 shares — an estimated $212K sold.

Personal CFO Solutions first reported a position in USMV in Q2 2020 and held it in 1 quarter. The position peaked at $212K in Q2 2020. 900 funds tracked by Wall St. Rank hold USMV as of Q3 2020.

  • Personal CFO Solutions reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 3,497 iShares MSCI USA Min Vol Factor ETF shares in Q3 2020, an estimated $212K.
  • Personal CFO Solutions first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and held it in 1 quarter.
  • Personal CFO Solutions's iShares MSCI USA Min Vol Factor ETF position peaked at $212K in Q2 2020.
  • 900 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2020.

Based on Personal CFO Solutions's 13F filing for Q3 2020, filed 2 Nov 2020.