SWS Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-687
Closed -$35K 297
2018
Q1
$35K Buy
687
+2
+0.3% +$106 0.03% 171
2017
Q4
$36K Buy
+685
New +$35.5K 0.03% 177

Other funds holding USMV

SWS Partners's USMV Position: Q2 2018 in Review

SWS Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2018, closing a stake of 687 shares — an estimated $35K sold.

SWS Partners first reported a position in USMV in Q4 2017 and held it in 2 quarters. The position peaked at $36K in Q4 2017. 463 funds tracked by Wall St. Rank hold USMV as of Q2 2018.

  • SWS Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2018 after selling out during the quarter.
  • SWS Partners sold 687 iShares MSCI USA Min Vol Factor ETF shares in Q2 2018, an estimated $35K.
  • SWS Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and held it in 2 quarters.
  • SWS Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $36K in Q4 2017.
  • 463 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.