Silicon Valley Capital Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Silicon Valley Capital Partners’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 Q3	–	Sell	-83,736	Closed	-$5.08M	–	55
2020 Q2	$5.08M	Sell	83,736 -74,100	-47%	-$4.4M	1.58%	12
2020 Q1	$8.53M	Sell	157,836 -130,193	-45%	-$8.26M	3.41%	9
2019 Q4	$18.9M	Buy	288,029 +47,219	+20%	+$3.03M	6.38%	4
2019 Q3	$15.4M	Buy	240,810 +606	+0.3%	+$38.4K	6.04%	4
2019 Q2	$14.8M	Buy	240,204 +43,087	+22%	+$2.59M	5.96%	4
2019 Q1	$11.6M	Sell	197,117 -60	-0%	-$3.36K	4.95%	4
2018 Q4	$10.3M	Buy	+197,177	New	+$10.8M	5.19%	5

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $432B AUM 30.22% 1-Year Est. Return

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

Silicon Valley Capital Partners's USMV Position: Q3 2020 in Review

Silicon Valley Capital Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2020, closing a stake of 83,736 shares — an estimated $5.08M sold.

Silicon Valley Capital Partners first reported a position in USMV in Q4 2018 and held it in 7 quarters. The position peaked at $18.9M in Q4 2019. 900 funds tracked by Wall St. Rank hold USMV as of Q3 2020.

Silicon Valley Capital Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
Silicon Valley Capital Partners sold 83,736 iShares MSCI USA Min Vol Factor ETF shares in Q3 2020, an estimated $5.08M.
Silicon Valley Capital Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 7 quarters.
Silicon Valley Capital Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $18.9M in Q4 2019.
900 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2020.

Based on Silicon Valley Capital Partners's 13F filing for Q3 2020, filed 16 Nov 2020.