Price Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Price Wealth’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	$164K	Hold	2,575	–	–	0.05%	82
2020 Q2	$156K	Sell	2,575 -67,189	-96%	-$3.99M	0.05%	79
2020 Q1	$3.77M	Buy	69,764 +67,964	+3,776%	+$4.31M	1.37%	17
2019 Q4	$118K	Hold	1,800	–	–	0.04%	78
2019 Q3	$115K	Hold	1,800	–	–	0.04%	83
2019 Q2	$111K	Hold	1,800	–	–	0.04%	90
2019 Q1	$106K	Hold	1,800	–	–	0.04%	72
2018 Q4	$94K	Hold	1,800	–	–	0.04%	71
2018 Q3	$103K	Hold	1,800	–	–	0.04%	68
2018 Q2	$96K	Hold	1,800	–	–	0.04%	82
2018 Q1	$93K	Hold	1,800	–	–	0.06%	70
2017 Q4	$95K	Buy	+1,800	New	+$93.4K	0.06%	36

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Price Wealth's USMV Position: Q3 2020 in Review

Price Wealth held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2020 at 2,575 shares worth $164K. The position accounts for 0.05% of the portfolio, ranked #82.

Price Wealth first reported a position in USMV in Q4 2017 and has held it in 12 quarters since. The position peaked at $3.77M in Q1 2020. 900 funds tracked by Wall St. Rank hold USMV as of Q3 2020.

Price Wealth held 2,575 shares of iShares MSCI USA Min Vol Factor ETF worth $164K as of Q3 2020.
Price Wealth left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2020.
iShares MSCI USA Min Vol Factor ETF made up 0.05% of Price Wealth's portfolio in Q3 2020, its #82 holding.
Price Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 12 quarters since.
Price Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $3.77M in Q1 2020.
900 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.