SVA Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

SVA Wealth Management’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 Q4	$1.55M	Buy	22,839 +1,471	+7%	+$96.8K	0.14%	112
2020 Q3	$1.36M	Sell	21,368 -8,346	-28%	-$530K	0.14%	112
2020 Q2	$1.8M	Buy	29,714 +20,984	+240%	+$1.25M	0.19%	98
2020 Q1	$472K	Buy	8,730 +1,671	+24%	+$106K	0.05%	145
2019 Q4	$463K	Buy	+7,059	New	+$453K	0.04%	159
2015 Q3	–	Sell	-6,520	Closed	-$263K	–	210
2015 Q2	$263K	Sell	6,520 -1,720	-21%	-$71.1K	0.05%	183
2015 Q1	$340K	Buy	+8,240	New	+$339K	0.06%	171

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVA Wealth Management's USMV Position: Q4 2020 in Review

SVA Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.9% in Q4 2020, buying an estimated $96.8K and bringing the position to 22,839 shares worth $1.55M. The position accounts for 0.14% of the portfolio, ranked #112.

SVA Wealth Management first reported a position in USMV in Q1 2015 and has held it in 7 quarters since. The position peaked at $1.8M in Q2 2020. 1,024 funds tracked by Wall St. Rank hold USMV as of Q4 2020.

SVA Wealth Management held 22,839 shares of iShares MSCI USA Min Vol Factor ETF worth $1.55M as of Q4 2020.
SVA Wealth Management bought 1,471 iShares MSCI USA Min Vol Factor ETF shares in Q4 2020, an estimated $96.8K.
iShares MSCI USA Min Vol Factor ETF made up 0.14% of SVA Wealth Management's portfolio in Q4 2020, its #112 holding.
SVA Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2015 and has held it in 7 quarters since.
SVA Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.8M in Q2 2020.
1,024 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.