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Sanchez Wealth Management Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sanchez Wealth Management Group’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 		– Sell
-146,661
Closed -$9.35M – 29
2020
Q3 		$9.35M Buy
146,661
+3,689
+3% +$234K 5.52% 7
2020
Q2 		$8.67M Buy
142,972
+440
+0.3% +$26.1K 5.78% 7
2020
Q1 		$7.7M Buy
142,532
+1,483
+1% +$94.1K 7% 6
2019
Q4 		$9.25M Sell
141,049
-6,491
-4% -$417K 6.7% 7
2019
Q3 		$9.46M Buy
147,540
+2,833
+2% +$179K 7.8% 8
2019
Q2 		$8.93M Buy
144,707
+1,759
+1% +$106K 7.7% 8
2019
Q1 		$8.4M Buy
142,948
+5,876
+4% +$329K 7.5% 8
2018
Q4 		$7.18M Buy
137,072
+123,444
+906% +$6.79M 7.93% 7
2018
Q3 		$777K Buy
13,628
+739
+6% +$41.2K 0.8% 13
2018
Q2 		$685K Buy
12,889
+860
+7% +$45.2K 0.65% 14
2018
Q1 		$614K Sell
12,029
-153,589
-93% -$8.13M 0.62% 14
2017
Q4 		$8.85M Buy
+165,618
New +$8.59M 9.14% 4

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

Sanchez Wealth Management Group's USMV Position: Q4 2020 in Review

Sanchez Wealth Management Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2020, closing a stake of 146,661 shares — an estimated $9.35M sold.

Sanchez Wealth Management Group first reported a position in USMV in Q4 2017 and held it in 12 quarters. The position peaked at $9.46M in Q3 2019. 1,024 funds tracked by Wall St. Rank hold USMV as of Q4 2020.

  • Sanchez Wealth Management Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Sanchez Wealth Management Group sold 146,661 iShares MSCI USA Min Vol Factor ETF shares in Q4 2020, an estimated $9.35M.
  • Sanchez Wealth Management Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and held it in 12 quarters.
  • Sanchez Wealth Management Group's iShares MSCI USA Min Vol Factor ETF position peaked at $9.46M in Q3 2019.
  • 1,024 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2020.

Based on Sanchez Wealth Management Group's 13F filing for Q4 2020, filed 1 Feb 2021.