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

Wealthfront’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
2015
Q3 		– Sell
-44
Closed -$2K – 1443
2015
Q2 		$2K Buy
+44
New +$1.82K ﹤0.01% 1197

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Wealthfront's USMV Position: Q3 2015 in Review

Wealthfront sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2015, closing a stake of 44 shares — an estimated $2K sold.

Wealthfront first reported a position in USMV in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 186 funds tracked by Wall St. Rank hold USMV as of Q3 2015.

  • Wealthfront reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 44 iShares MSCI USA Min Vol Factor ETF shares in Q3 2015, an estimated $2K.
  • Wealthfront first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2015 and held it in 1 quarter.
  • Wealthfront's iShares MSCI USA Min Vol Factor ETF position peaked at $2K in Q2 2015.
  • 186 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.