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

Transform Wealth’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 		– Sell
-3,816
Closed -$243K – 227
2020
Q3 		$243K Sell
3,816
-36,851
-91% -$2.34M 0.04% 197
2020
Q2 		$2.47M Buy
+40,667
New +$2.41M 0.42% 68
2019
Q3 		– Sell
-158,654
Closed -$9.79M – 236
2019
Q2 		$9.79M Buy
+158,654
New +$9.52M 1.44% 14

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Transform Wealth's USMV Position: Q4 2020 in Review

Transform Wealth sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2020, closing a stake of 3,816 shares — an estimated $243K sold.

Transform Wealth first reported a position in USMV in Q2 2019 and held it in 3 quarters. The position peaked at $9.79M in Q2 2019. 1,024 funds tracked by Wall St. Rank hold USMV as of Q4 2020.

  • Transform Wealth reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Transform Wealth sold 3,816 iShares MSCI USA Min Vol Factor ETF shares in Q4 2020, an estimated $243K.
  • Transform Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and held it in 3 quarters.
  • Transform Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $9.79M in Q2 2019.
  • 1,024 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2020.

Based on Transform Wealth's 13F filing for Q4 2020, filed 20 Jan 2021.