Viridian RIA’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Viridian RIA’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	-4,457	Closed	-$292K	–	58
2019 Q4	$292K	Buy	4,457 +657	+17%	+$42.2K	0.1%	52
2019 Q3	$244K	Hold	3,800	–	–	0.1%	53
2019 Q2	$235K	Sell	3,800 -66	-2%	-$3.96K	0.09%	54
2019 Q1	$227K	Sell	3,866 -1,179	-23%	-$66K	0.1%	49
2018 Q4	$264K	Sell	5,045 -4,941	-49%	-$272K	0.13%	51
2018 Q3	$569K	Buy	+9,986	New	+$556K	0.25%	44

Other funds holding USMV

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Viridian RIA's USMV Position: Q1 2020 in Review

Viridian RIA sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2020, closing a stake of 4,457 shares — an estimated $292K sold.

Viridian RIA first reported a position in USMV in Q3 2018 and held it in 6 quarters. The position peaked at $569K in Q3 2018. 879 funds tracked by Wall St. Rank hold USMV as of Q1 2020.

Viridian RIA reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Viridian RIA sold 4,457 iShares MSCI USA Min Vol Factor ETF shares in Q1 2020, an estimated $292K.
Viridian RIA first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2018 and held it in 6 quarters.
Viridian RIA's iShares MSCI USA Min Vol Factor ETF position peaked at $569K in Q3 2018.
879 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2020.

Based on Viridian RIA's 13F filing for Q1 2020, filed 9 Apr 2020.