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

WealthShield’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
2017 Q4	$133K	Buy	+2,525	New	+$131K	0.08%	133

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthShield's USMV Position: Q4 2017 in Review

WealthShield opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2017: 2,525 shares worth $133K. The stake represents 0.08% of the portfolio and ranks #133 among its holdings.

455 funds tracked by Wall St. Rank hold USMV as of Q4 2017.

WealthShield held 2,525 shares of iShares MSCI USA Min Vol Factor ETF worth $133K as of Q4 2017.
iShares MSCI USA Min Vol Factor ETF was a new WealthShield position in Q4 2017.
iShares MSCI USA Min Vol Factor ETF made up 0.08% of WealthShield's portfolio in Q4 2017, its #133 holding.
455 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.