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

Syntal Capital Partners’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
2021 Q1	–	Sell	-34,573	Closed	-$2.35K	–	155
2020 Q4	$2.35K	Buy	34,573 +767	+2%	+$50.5K	0.3%	20
2020 Q3	$2.15M	Buy	33,806 +435	+1%	+$27.6K	0.97%	19
2020 Q2	$2.02M	Buy	33,371 +7,276	+28%	+$432K	0.95%	20
2020 Q1	$1.41M	Buy	26,095 +12,515	+92%	+$794K	0.93%	20
2019 Q4	$890K	Buy	13,580 +9,101	+203%	+$584K	0.5%	71
2019 Q3	$287K	Sell	4,479 -11,328	-72%	-$718K	0.07%	172
2019 Q2	$975K	Buy	+15,807	New	+$949K	0.21%	110

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Syntal Capital Partners's USMV Position: Q1 2021 in Review

Syntal Capital Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 34,573 shares — an estimated $2.35K sold.

Syntal Capital Partners first reported a position in USMV in Q2 2019 and held it in 7 quarters. The position peaked at $2.15M in Q3 2020. 983 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

Syntal Capital Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
Syntal Capital Partners sold 34,573 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $2.35K.
Syntal Capital Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and held it in 7 quarters.
Syntal Capital Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $2.15M in Q3 2020.
983 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on Syntal Capital Partners's 13F filing for Q1 2021, filed 17 May 2021.