Vishria Bird Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Vishria Bird Financial Group’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 Q2	–	Sell	-87,269	Closed	-$4.71M	–	46
2020 Q1	$4.71M	Buy	87,269 +3,251	+4%	+$206K	4.94%	9
2019 Q4	$5.51M	Buy	84,018 +5,493	+7%	+$353K	5.35%	8
2019 Q3	$5.03M	Buy	78,525 +5,411	+7%	+$343K	5.76%	6
2019 Q2	$4.51M	Buy	73,114 +2,880	+4%	+$173K	4.51%	10
2019 Q1	$4.13M	Buy	+70,234	New	+$3.93M	4.18%	11

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Vishria Bird Financial Group's USMV Position: Q2 2020 in Review

Vishria Bird Financial Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2020, closing a stake of 87,269 shares — an estimated $4.71M sold.

Vishria Bird Financial Group first reported a position in USMV in Q1 2019 and held it in 5 quarters. The position peaked at $5.51M in Q4 2019. 901 funds tracked by Wall St. Rank hold USMV as of Q2 2020.

Vishria Bird Financial Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
Vishria Bird Financial Group sold 87,269 iShares MSCI USA Min Vol Factor ETF shares in Q2 2020, an estimated $4.71M.
Vishria Bird Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and held it in 5 quarters.
Vishria Bird Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $5.51M in Q4 2019.
901 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2020.

Based on Vishria Bird Financial Group's 13F filing for Q2 2020, filed 20 Jul 2020.