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

Stillwater Capital 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
Q2 		– Sell
-10,377
Closed -$610K – 82
2019
Q1 		$610K Sell
10,377
-10,309
-50% -$577K 0.13% 68
2018
Q4 		$1.08M Buy
+20,686
New +$1.14M 0.27% 54

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stillwater Capital Advisors's USMV Position: Q2 2019 in Review

Stillwater Capital Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2019, closing a stake of 10,377 shares — an estimated $610K sold.

Stillwater Capital Advisors first reported a position in USMV in Q4 2018 and held it in 2 quarters. The position peaked at $1.08M in Q4 2018. 692 funds tracked by Wall St. Rank hold USMV as of Q2 2019.

  • Stillwater Capital Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2019 after selling out during the quarter.
  • Stillwater Capital Advisors sold 10,377 iShares MSCI USA Min Vol Factor ETF shares in Q2 2019, an estimated $610K.
  • Stillwater Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 2 quarters.
  • Stillwater Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.08M in Q4 2018.
  • 692 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2019.

Based on Stillwater Capital Advisors's 13F filing for Q2 2019, filed 25 Jul 2019.