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Ronald Blue & Co’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ronald Blue & Co’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
Q2 		$2.47M Buy
50,430
+15,296
+44% +$745K 0.08% 42
2017
Q1 		$1.68M Sell
35,134
-10,692
-23% -$501K 0.06% 57
2016
Q4 		$2.07M Buy
45,826
+11,552
+34% +$515K 0.08% 47
2016
Q3 		$1.56M Buy
34,274
+15,196
+80% +$703K 0.06% 50
2016
Q2 		$882K Buy
19,078
+7,682
+67% +$341K 0.04% 71
2016
Q1 		$501K Buy
+11,396
New +$474K 0.03% 95

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ronald Blue & Co's USMV Position: Q2 2017 in Review

Ronald Blue & Co increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 44% in Q2 2017, buying an estimated $745K and bringing the position to 50,430 shares worth $2.47M. The position accounts for 0.08% of the portfolio, ranked #42.

Ronald Blue & Co first reported a position in USMV in Q1 2016 and has held it in 6 quarters since. 361 funds tracked by Wall St. Rank hold USMV as of Q2 2017.

  • Ronald Blue & Co held 50,430 shares of iShares MSCI USA Min Vol Factor ETF worth $2.47M as of Q2 2017.
  • Ronald Blue & Co bought 15,296 iShares MSCI USA Min Vol Factor ETF shares in Q2 2017, an estimated $745K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.08% of Ronald Blue & Co's portfolio in Q2 2017, its #42 holding.
  • Ronald Blue & Co first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and has held it in 6 quarters since.
  • 361 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.