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

Sequoia Wealth Management’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	-6,659	Closed	-$428K	–	46
2019 Q3	$428K	Sell	6,659 -206,918	-97%	-$13.1M	0.87%	32
2019 Q2	$13.4M	Buy	213,577 +9,477	+5%	+$569K	12.73%	1
2019 Q1	$12M	Sell	204,100 -24,101	-11%	-$1.35M	9.73%	1
2018 Q4	$12M	Buy	228,201 +10,902	+5%	+$599K	11.84%	1
2018 Q3	$12.4M	Buy	217,299 +30,109	+16%	+$1.68M	10.63%	1
2018 Q2	$9.96M	Buy	187,190 +10,923	+6%	+$575K	10.57%	1
2018 Q1	$9.15M	Buy	176,267 +7,936	+5%	+$420K	8.84%	2
2017 Q4	$9M	Buy	+168,331	New	+$8.73M	8.12%	3

Other funds holding USMV

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sequoia Wealth Management's USMV Position: Q4 2019 in Review

Sequoia Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2019, closing a stake of 6,659 shares — an estimated $428K sold.

Sequoia Wealth Management first reported a position in USMV in Q4 2017 and held it in 8 quarters. The position peaked at $13.4M in Q2 2019. 923 funds tracked by Wall St. Rank hold USMV as of Q4 2019.

Sequoia Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2019 after selling out during the quarter.
Sequoia Wealth Management sold 6,659 iShares MSCI USA Min Vol Factor ETF shares in Q4 2019, an estimated $428K.
Sequoia Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and held it in 8 quarters.
Sequoia Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $13.4M in Q2 2019.
923 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.