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Wealth Enhancement & Preservation of GA’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wealth Enhancement & Preservation of GA’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
-56,062
Closed -$3.57M – 63
2020
Q3 		$3.57M Buy
56,062
+15,154
+37% +$962K 3.68% 11
2020
Q2 		$2.48M Sell
40,908
-17,341
-30% -$1.03M 3.07% 10
2020
Q1 		$3.14M Buy
+58,249
New +$3.7M 2.98% 8

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 $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 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

Wealth Enhancement & Preservation of GA's USMV Position: Q4 2020 in Review

Wealth Enhancement & Preservation of GA sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2020, closing a stake of 56,062 shares — an estimated $3.57M sold.

Wealth Enhancement & Preservation of GA first reported a position in USMV in Q1 2020 and held it in 3 quarters. The position peaked at $3.57M in Q3 2020. 1,025 funds tracked by Wall St. Rank hold USMV as of Q4 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 56,062 iShares MSCI USA Min Vol Factor ETF shares in Q4 2020, an estimated $3.57M.
  • Wealth Enhancement & Preservation of GA first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and held it in 3 quarters.
  • Wealth Enhancement & Preservation of GA's iShares MSCI USA Min Vol Factor ETF position peaked at $3.57M in Q3 2020.
  • 1,025 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q4 2020, filed 2 Feb 2021.