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

SRH 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
2018 Q4	–	Sell	-573	Closed	-$33K	–	285
2018 Q3	$33K	Hold	573	–	–	0.11%	106
2018 Q2	$30K	Hold	573	–	–	0.11%	105
2018 Q1	$30K	Hold	573	–	–	0.12%	95
2017 Q4	$30K	Hold	573	–	–	0.12%	88
2017 Q3	$29K	Buy	+573	New	+$28.6K	0.12%	92

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

SRH Advisors's USMV Position: Q4 2018 in Review

SRH Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2018, closing a stake of 573 shares — an estimated $33K sold.

SRH Advisors first reported a position in USMV in Q3 2017 and held it in 5 quarters. The position peaked at $33K in Q3 2018. 612 funds tracked by Wall St. Rank hold USMV as of Q4 2018.

SRH Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2018 after selling out during the quarter.
SRH Advisors sold 573 iShares MSCI USA Min Vol Factor ETF shares in Q4 2018, an estimated $33K.
SRH Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2017 and held it in 5 quarters.
SRH Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $33K in Q3 2018.
612 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2018.

Based on SRH Advisors's 13F filing for Q4 2018, filed 22 Jan 2019.