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Sound View Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sound View Wealth 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
2019
Q1 		$685K Buy
11,654
+1,242
+12% +$69.6K 0.21% 112
2018
Q4 		$546K Buy
+10,412
New +$572K 0.2% 123

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Sound View Wealth Advisors's USMV Position: Q1 2019 in Review

Sound View Wealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 12% in Q1 2019, buying an estimated $69.6K and bringing the position to 11,654 shares worth $685K. The position accounts for 0.21% of the portfolio, ranked #112.

Sound View Wealth Advisors first reported a position in USMV in Q4 2018 and has held it in 2 quarters since. 655 funds tracked by Wall St. Rank hold USMV as of Q1 2019.

  • Sound View Wealth Advisors held 11,654 shares of iShares MSCI USA Min Vol Factor ETF worth $685K as of Q1 2019.
  • Sound View Wealth Advisors bought 1,242 iShares MSCI USA Min Vol Factor ETF shares in Q1 2019, an estimated $69.6K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.21% of Sound View Wealth Advisors's portfolio in Q1 2019, its #112 holding.
  • Sound View Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 2 quarters since.
  • 655 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.