Wealthspire Advisors (Maryland)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-2,288	Closed	-$135K	–	1962
2019 Q1	$135K	Buy	2,288 +7	+0.3%	+$392	0.01%	547
2018 Q4	$120K	Buy	2,281 +15	+0.7%	+$825	0.01%	548
2018 Q3	$129K	Buy	2,266 +8	+0.4%	+$446	0.01%	590
2018 Q2	$120K	Hold	2,258	–	–	0.01%	631
2018 Q1	$117K	Sell	2,258 -2,896	-56%	-$153K	0.01%	653
2017 Q4	$272K	Buy	5,154 +226	+5%	+$11.7K	0.03%	396
2017 Q3	$248K	Sell	4,928 -289	-6%	-$14.4K	0.03%	407
2017 Q2	$255K	Buy	+5,217	New	+$254K	0.03%	381

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

BlackRock New York $5.72T AUM 30.48% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

Wealthspire Advisors (Maryland)'s USMV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2019, closing a stake of 2,288 shares — an estimated $135K sold.

Wealthspire Advisors (Maryland) first reported a position in USMV in Q2 2017 and held it in 8 quarters. The position peaked at $272K in Q4 2017. 692 funds tracked by Wall St. Rank hold USMV as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,288 iShares MSCI USA Min Vol Factor ETF shares in Q2 2019, an estimated $135K.
Wealthspire Advisors (Maryland) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s iShares MSCI USA Min Vol Factor ETF position peaked at $272K in Q4 2017.
692 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.