RCA
USMV icon

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

Rowland Carmichael 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 		$940K Buy
13,851
+280
+2% +$18.4K 0.3% 80
2020
Q3 		$865K Buy
13,571
+678
+5% +$43K 0.34% 78
2020
Q2 		$782K Buy
+12,893
New +$765K 0.33% 78

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

Rowland Carmichael Advisors's USMV Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.1% in Q4 2020, buying an estimated $18.4K and bringing the position to 13,851 shares worth $940K. The position accounts for 0.3% of the portfolio, ranked #80.

Rowland Carmichael Advisors first reported a position in USMV in Q2 2020 and has held it in 3 quarters since. 1,024 funds tracked by Wall St. Rank hold USMV as of Q4 2020.

  • Rowland Carmichael Advisors held 13,851 shares of iShares MSCI USA Min Vol Factor ETF worth $940K as of Q4 2020.
  • Rowland Carmichael Advisors bought 280 iShares MSCI USA Min Vol Factor ETF shares in Q4 2020, an estimated $18.4K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.3% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #80 holding.
  • Rowland Carmichael Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and has held it in 3 quarters since.
  • 1,024 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.