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Spectrum Financial Alliance’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Spectrum Financial Alliance’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 		– Sell
-1,696
Closed -$88K – 94
2018
Q4 		$88K Buy
1,696
+446
+36% +$24.5K 0.07% 22
2018
Q3 		$71K Buy
1,250
+438
+54% +$24.4K 0.04% 23
2018
Q2 		$43K Buy
+812
New +$42.7K 0.03% 29

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

Spectrum Financial Alliance's USMV Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2019, closing a stake of 1,696 shares — an estimated $88K sold.

Spectrum Financial Alliance first reported a position in USMV in Q2 2018 and held it in 3 quarters. The position peaked at $88K in Q4 2018. 655 funds tracked by Wall St. Rank hold USMV as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 1,696 iShares MSCI USA Min Vol Factor ETF shares in Q1 2019, an estimated $88K.
  • Spectrum Financial Alliance first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2018 and held it in 3 quarters.
  • Spectrum Financial Alliance's iShares MSCI USA Min Vol Factor ETF position peaked at $88K in Q4 2018.
  • 655 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.