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

Reby 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
2020
Q4 		$61K Buy
+895
New +$58.9K 0.02% 202

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

Reby Advisors's USMV Position: Q4 2020 in Review

Reby Advisors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2020: 895 shares worth $61K. The stake represents 0.02% of the portfolio and ranks #202 among its holdings.

1,024 funds tracked by Wall St. Rank hold USMV as of Q4 2020.

  • Reby Advisors held 895 shares of iShares MSCI USA Min Vol Factor ETF worth $61K as of Q4 2020.
  • iShares MSCI USA Min Vol Factor ETF was a new Reby Advisors position in Q4 2020.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Reby Advisors's portfolio in Q4 2020, its #202 holding.
  • 1,024 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2020.

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