Quad-Cities Investment Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Quad-Cities Investment Group’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
2019 Q4	–	Sell	-2,320	Closed	-$148K	–	675
2019 Q3	$148K	Hold	2,320	–	–	0.13%	172
2019 Q2	$143K	Hold	2,320	–	–	0.12%	173
2019 Q1	$136K	Buy	2,320 +500	+27%	+$28K	0.12%	174
2018 Q4	$95K	Hold	1,820	–	–	0.1%	205
2018 Q3	$104K	Hold	1,820	–	–	0.09%	217
2018 Q2	$97K	Buy	+1,820	New	+$95.8K	0.09%	224

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Quad-Cities Investment Group's USMV Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2019, closing a stake of 2,320 shares — an estimated $148K sold.

Quad-Cities Investment Group first reported a position in USMV in Q2 2018 and held it in 6 quarters. The position peaked at $148K in Q3 2019. 923 funds tracked by Wall St. Rank hold USMV as of Q4 2019.

Quad-Cities Investment Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 2,320 iShares MSCI USA Min Vol Factor ETF shares in Q4 2019, an estimated $148K.
Quad-Cities Investment Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's iShares MSCI USA Min Vol Factor ETF position peaked at $148K in Q3 2019.
923 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.