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

Reilly 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
2019 Q4	–	Sell	-81	Closed	-$5K	–	926
2019 Q3	$5K	Hold	81	–	–	﹤0.01%	750
2019 Q2	$5K	Hold	81	–	–	﹤0.01%	783
2019 Q1	$5K	Hold	81	–	–	﹤0.01%	801
2018 Q4	$4K	Hold	81	–	–	﹤0.01%	795
2018 Q3	$5K	Hold	81	–	–	﹤0.01%	838
2018 Q2	$4K	Hold	81	–	–	﹤0.01%	858
2018 Q1	$4K	Hold	81	–	–	﹤0.01%	823
2017 Q4	$4K	Hold	81	–	–	﹤0.01%	820
2017 Q3	$4K	Hold	81	–	–	﹤0.01%	814
2017 Q2	$4K	Hold	81	–	–	﹤0.01%	819
2017 Q1	$4K	Buy	+81	New	+$3.79K	﹤0.01%	800

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

Reilly Financial Advisors's USMV Position: Q4 2019 in Review

Reilly Financial Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2019, closing a stake of 81 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in USMV in Q1 2017 and held it in 11 quarters. The position peaked at $5K in Q3 2019. 923 funds tracked by Wall St. Rank hold USMV as of Q4 2019.

Reilly Financial Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2019 after selling out during the quarter.
Reilly Financial Advisors sold 81 iShares MSCI USA Min Vol Factor ETF shares in Q4 2019, an estimated $5K.
Reilly Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2017 and held it in 11 quarters.
Reilly Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $5K in Q3 2019.
923 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2019.

Based on Reilly Financial Advisors's 13F filing for Q4 2019, filed 16 Jan 2020.