Weatherstone Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Weatherstone Capital Management’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
2013 Q4	–	Sell	-37,215	Closed	-$1.24M	–	90
2013 Q3	$1.24M	Sell	37,215 -1,663	-4%	-$55.6K	0.32%	30
2013 Q2	$1.27M	Buy	+38,878	New	+$1.29M	0.54%	35

Other funds holding USMV

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

BlackRock Group London, United Kingdom $209B AUM 15.5% 1-Year Est. Return

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return