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

Signature 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
2018 Q4	–	Sell	-362	Closed	-$19K	–	279
2018 Q3	$19K	Sell	362 -10	-3%	-$557	0.01%	153
2018 Q2	$20K	Hold	372	–	–	0.01%	147
2018 Q1	$19K	Hold	372	–	–	0.01%	147
2017 Q4	$20K	Buy	+372	New	+$19.3K	0.01%	144

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

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

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Signature Wealth Management Group's USMV Position: Q4 2018 in Review

Signature Wealth Management Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2018, closing a stake of 362 shares — an estimated $19K sold.

Signature Wealth Management Group first reported a position in USMV in Q4 2017 and held it in 4 quarters. The position peaked at $20K in Q2 2018. 612 funds tracked by Wall St. Rank hold USMV as of Q4 2018.

Signature Wealth Management Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 362 iShares MSCI USA Min Vol Factor ETF shares in Q4 2018, an estimated $19K.
Signature Wealth Management Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's iShares MSCI USA Min Vol Factor ETF position peaked at $20K in Q2 2018.
612 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.