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

Portfolio 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
Q4 		– Sell
-105,716
Closed -$6.74M – 50
2020
Q3 		$6.74M Sell
105,716
-3,080
-3% -$195K 0.94% 11
2020
Q2 		$6.6M Buy
108,796
+10,696
+11% +$635K 0.94% 10
2020
Q1 		$5.3M Buy
98,100
+16,432
+20% +$1.04M 0.86% 7
2019
Q4 		$5.36M Buy
+81,668
New +$5.24M 0.72% 9
2019
Q1 		– Sell
-39,951
Closed -$2.09M – 44
2018
Q4 		$2.09M Buy
39,951
+7,324
+22% +$403K 0.32% 16
2018
Q3 		$1.86M Buy
32,627
+7,730
+31% +$431K 0.26% 10
2018
Q2 		$1.32M Buy
24,897
+1,270
+5% +$66.8K 0.18% 14
2018
Q1 		$1.23M Buy
23,627
+2,116
+10% +$112K 0.17% 17
2017
Q4 		$1.14M Buy
21,511
+7,003
+48% +$363K 0.15% 16
2017
Q3 		$730K Buy
14,508
+417
+3% +$20.8K 0.1% 19
2017
Q2 		$689K Buy
14,091
+3,076
+28% +$150K 0.1% 19
2017
Q1 		$526K Buy
11,015
+4,201
+62% +$197K 0.07% 19
2016
Q4 		$308K Hold
6,814
– – 0.04% 28
2016
Q3 		$310K Hold
6,814
– – 0.05% 24
2016
Q2 		$315K Buy
6,814
+1,050
+18% +$46.6K 0.05% 22
2016
Q1 		$253K Buy
+5,764
New +$240K 0.04% 24

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
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
LPL Financial
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
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

Portfolio Solutions's USMV Position: Q4 2020 in Review

Portfolio Solutions sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2020, closing a stake of 105,716 shares — an estimated $6.74M sold.

Portfolio Solutions first reported a position in USMV in Q1 2016 and held it in 16 quarters. The position peaked at $6.74M in Q3 2020. 1,024 funds tracked by Wall St. Rank hold USMV as of Q4 2020.

  • Portfolio Solutions reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Portfolio Solutions sold 105,716 iShares MSCI USA Min Vol Factor ETF shares in Q4 2020, an estimated $6.74M.
  • Portfolio Solutions first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and held it in 16 quarters.
  • Portfolio Solutions's iShares MSCI USA Min Vol Factor ETF position peaked at $6.74M in Q3 2020.
  • 1,024 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2020.

Based on Portfolio Solutions's 13F filing for Q4 2020, filed 12 Feb 2021.