Security National Trust’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Security National Trust’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
2021 Q2	–	Sell	-500	Closed	-$35K	–	417
2021 Q1	$35K	Hold	500	–	–	0.01%	291
2020 Q4	$34K	Hold	500	–	–	0.01%	286
2020 Q3	$32K	Hold	500	–	–	0.01%	282
2020 Q2	$30K	Buy	+500	New	+$29.7K	0.01%	288

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Security National Trust's USMV Position: Q2 2021 in Review

Security National Trust sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2021, closing a stake of 500 shares — an estimated $35K sold.

Security National Trust first reported a position in USMV in Q2 2020 and held it in 4 quarters. The position peaked at $35K in Q1 2021. 970 funds tracked by Wall St. Rank hold USMV as of Q2 2021.

Security National Trust reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
Security National Trust sold 500 iShares MSCI USA Min Vol Factor ETF shares in Q2 2021, an estimated $35K.
Security National Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and held it in 4 quarters.
Security National Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $35K in Q1 2021.
970 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2021.

Based on Security National Trust's 13F filing for Q2 2021, filed 9 Aug 2021.