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

Titus 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
Q1 		– Sell
-3,245
Closed -$213K – 115
2019
Q4 		$213K Sell
3,245
-340
-9% -$21.8K 0.21% 101
2019
Q3 		$230K Buy
3,585
+120
+3% +$7.6K 0.21% 89
2019
Q2 		$214K Buy
+3,465
New +$208K 0.21% 85

Other funds holding USMV

Bank of America
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
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

Titus Wealth Management's USMV Position: Q1 2020 in Review

Titus Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2020, closing a stake of 3,245 shares — an estimated $213K sold.

Titus Wealth Management first reported a position in USMV in Q2 2019 and held it in 3 quarters. The position peaked at $230K in Q3 2019. 879 funds tracked by Wall St. Rank hold USMV as of Q1 2020.

  • Titus Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Titus Wealth Management sold 3,245 iShares MSCI USA Min Vol Factor ETF shares in Q1 2020, an estimated $213K.
  • Titus Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and held it in 3 quarters.
  • Titus Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $230K in Q3 2019.
  • 879 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2020.

Based on Titus Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.