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Quattro Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Quattro Financial Advisors’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
2017
Q4 		– Sell
-20,885
Closed -$1.06M – 75
2017
Q3 		$1.06M Sell
20,885
-47,085
-69% -$2.35M 0.31% 47
2017
Q2 		$3.33M Sell
67,970
-41,407
-38% -$2.02M 1.35% 27
2017
Q1 		$5.22M Buy
+109,377
New +$5.12M 2.62% 14

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Quattro Financial Advisors's USMV Position: Q4 2017 in Review

Quattro Financial Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2017, closing a stake of 20,885 shares — an estimated $1.06M sold.

Quattro Financial Advisors first reported a position in USMV in Q1 2017 and held it in 3 quarters. The position peaked at $5.22M in Q1 2017. 454 funds tracked by Wall St. Rank hold USMV as of Q4 2017.

  • Quattro Financial Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2017 after selling out during the quarter.
  • Quattro Financial Advisors sold 20,885 iShares MSCI USA Min Vol Factor ETF shares in Q4 2017, an estimated $1.06M.
  • Quattro Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2017 and held it in 3 quarters.
  • Quattro Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $5.22M in Q1 2017.
  • 454 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2017.

Based on Quattro Financial Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.