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Silversage Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Silversage Advisors’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
-44,408
Closed -$2.83M – 10
2020
Q3 		$2.83M Sell
44,408
-79,835
-64% -$5.07M 10.2% 3
2020
Q2 		$8.46M Buy
124,243
+140
+0.1% +$8.31K 8.78% 3
2020
Q1 		$6.7M Sell
124,103
-843
-0.7% -$53.5K 9.8% 3
2019
Q4 		$8.2M Buy
+124,946
New +$8.02M 8.66% 3

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

Silversage Advisors's USMV Position: Q4 2020 in Review

Silversage Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2020, closing a stake of 44,408 shares — an estimated $2.83M sold.

Silversage Advisors first reported a position in USMV in Q4 2019 and held it in 4 quarters. The position peaked at $8.46M in Q2 2020. 1,024 funds tracked by Wall St. Rank hold USMV as of Q4 2020.

  • Silversage Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Silversage Advisors sold 44,408 iShares MSCI USA Min Vol Factor ETF shares in Q4 2020, an estimated $2.83M.
  • Silversage Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 4 quarters.
  • Silversage Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $8.46M in Q2 2020.
  • 1,024 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2020.

Based on Silversage Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.