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Watson Rebecca’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Watson Rebecca’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
Q3 		$24.9M Sell
390,261
-11,093
-3% -$704K 14.66% 1
2020
Q2 		$24.3M Sell
401,354
-18,366
-4% -$1.09M 14.56% 1
2020
Q1 		$24.5M Buy
419,720
+85,656
+26% +$5.43M 16.98% 1
2019
Q4 		$21.9M Buy
+334,064
New +$21.5M 13.3% 1

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Watson Rebecca's USMV Position: Q3 2020 in Review

Watson Rebecca reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.8% in Q3 2020, selling an estimated $704K and leaving 390,261 shares worth $24.9M. The position accounts for 14.66% of the portfolio, ranked #1.

Watson Rebecca first reported a position in USMV in Q4 2019 and has held it in 4 quarters since. 900 funds tracked by Wall St. Rank hold USMV as of Q3 2020.

  • Watson Rebecca held 390,261 shares of iShares MSCI USA Min Vol Factor ETF worth $24.9M as of Q3 2020.
  • Watson Rebecca sold 11,093 iShares MSCI USA Min Vol Factor ETF shares in Q3 2020, an estimated $704K.
  • iShares MSCI USA Min Vol Factor ETF made up 14.66% of Watson Rebecca's portfolio in Q3 2020, its #1 holding.
  • Watson Rebecca first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 4 quarters since.
  • 900 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.