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Sullivan, Bruyette, Speros & Blaney’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2020
Q1 		– Sell
-1,859
Closed -$122K – 346
2019
Q4 		$122K Sell
1,859
-469
-20% -$30.1K 0.01% 314
2019
Q3 		$149K Buy
+2,328
New +$147K 0.01% 281

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's USMV Position: Q1 2020 in Review

Sullivan, Bruyette, Speros & Blaney sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2020, closing a stake of 1,859 shares — an estimated $122K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in USMV in Q3 2019 and held it in 2 quarters. The position peaked at $149K in Q3 2019. 879 funds tracked by Wall St. Rank hold USMV as of Q1 2020.

  • Sullivan, Bruyette, Speros & Blaney reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Sullivan, Bruyette, Speros & Blaney sold 1,859 iShares MSCI USA Min Vol Factor ETF shares in Q1 2020, an estimated $122K.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 2 quarters.
  • Sullivan, Bruyette, Speros & Blaney's iShares MSCI USA Min Vol Factor ETF position peaked at $149K in Q3 2019.
  • 879 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2020.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2020, filed 5 May 2020.