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

Tower Wealth 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
Q2 		– Sell
-7,131
Closed -$493K – 53
2021
Q1 		$493K Sell
7,131
-157,471
-96% -$10.6M 0.64% 25
2020
Q4 		$11.2M Buy
+164,602
New +$10.8M 12.8% 2

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tower Wealth Partners's USMV Position: Q2 2021 in Review

Tower Wealth Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2021, closing a stake of 7,131 shares — an estimated $493K sold.

Tower Wealth Partners first reported a position in USMV in Q4 2020 and held it in 2 quarters. The position peaked at $11.2M in Q4 2020. 969 funds tracked by Wall St. Rank hold USMV as of Q2 2021.

  • Tower Wealth Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Tower Wealth Partners sold 7,131 iShares MSCI USA Min Vol Factor ETF shares in Q2 2021, an estimated $493K.
  • Tower Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 2 quarters.
  • Tower Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $11.2M in Q4 2020.
  • 969 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2021.

Based on Tower Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.