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RVW Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

RVW Wealth’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
-3,633
Closed -$233K – 79
2019
Q3 		$233K Hold
3,633
– – 0.06% 75
2019
Q2 		$224K Hold
3,633
– – 0.05% 62
2019
Q1 		$214K Buy
+3,633
New +$203K 0.05% 62

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RVW Wealth's USMV Position: Q4 2019 in Review

RVW Wealth sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2019, closing a stake of 3,633 shares — an estimated $233K sold.

RVW Wealth first reported a position in USMV in Q1 2019 and held it in 3 quarters. The position peaked at $233K in Q3 2019. 923 funds tracked by Wall St. Rank hold USMV as of Q4 2019.

  • RVW Wealth reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2019 after selling out during the quarter.
  • RVW Wealth sold 3,633 iShares MSCI USA Min Vol Factor ETF shares in Q4 2019, an estimated $233K.
  • RVW Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and held it in 3 quarters.
  • RVW Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $233K in Q3 2019.
  • 923 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2019.

Based on RVW Wealth's 13F filing for Q4 2019, filed 21 Jan 2020.