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Strategic Financial Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Strategic Financial Services’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
-11,170
Closed -$585K – 140
2018
Q4 		$585K Buy
+11,170
New +$614K 0.09% 96

Other funds holding USMV

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RJA
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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

Strategic Financial Services's USMV Position: Q1 2019 in Review

Strategic Financial Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2019, closing a stake of 11,170 shares — an estimated $585K sold.

Strategic Financial Services first reported a position in USMV in Q4 2018 and held it in 1 quarter. The position peaked at $585K in Q4 2018. 655 funds tracked by Wall St. Rank hold USMV as of Q1 2019.

  • Strategic Financial Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2019 after selling out during the quarter.
  • Strategic Financial Services sold 11,170 iShares MSCI USA Min Vol Factor ETF shares in Q1 2019, an estimated $585K.
  • Strategic Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 1 quarter.
  • Strategic Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $585K in Q4 2018.
  • 655 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2019.

Based on Strategic Financial Services's 13F filing for Q1 2019, filed 23 Apr 2019.