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Renaissance Investment Consultants Holding Company’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Renaissance Investment Consultants Holding Company’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 		$1.67M Sell
25,696
-2,494
-9% -$158K 1.56% 21
2020
Q2 		$1.77M Sell
28,190
-60,315
-68% -$3.58M 1.94% 15
2020
Q1 		$4.78M Buy
88,505
+3,691
+4% +$234K 6.66% 3
2019
Q4 		$5.55M Buy
+84,814
New +$5.45M 6.29% 3

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
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
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

Renaissance Investment Consultants Holding Company's USMV Position: Q3 2020 in Review

Renaissance Investment Consultants Holding Company reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8.8% in Q3 2020, selling an estimated $158K and leaving 25,696 shares worth $1.67M. The position accounts for 1.56% of the portfolio, ranked #21.

Renaissance Investment Consultants Holding Company first reported a position in USMV in Q4 2019 and has held it in 4 quarters since. The position peaked at $5.55M in Q4 2019. 901 funds tracked by Wall St. Rank hold USMV as of Q3 2020.

  • Renaissance Investment Consultants Holding Company held 25,696 shares of iShares MSCI USA Min Vol Factor ETF worth $1.67M as of Q3 2020.
  • Renaissance Investment Consultants Holding Company sold 2,494 iShares MSCI USA Min Vol Factor ETF shares in Q3 2020, an estimated $158K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.56% of Renaissance Investment Consultants Holding Company's portfolio in Q3 2020, its #21 holding.
  • Renaissance Investment Consultants Holding Company first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 4 quarters since.
  • Renaissance Investment Consultants Holding Company's iShares MSCI USA Min Vol Factor ETF position peaked at $5.55M in Q4 2019.
  • 901 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2020.

Based on Renaissance Investment Consultants Holding Company's 13F filing for Q3 2020, filed 6 Nov 2020.