Wechter Feldman Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wechter Feldman Wealth 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
2021 Q2	–	Sell	-210,535	Closed	-$14.6M	–	26
2021 Q1	$14.6M	Sell	210,535 -13,912	-6%	-$941K	10.74%	4
2020 Q4	$15.2M	Sell	224,447 -1,643	-0.7%	-$108K	11.27%	4
2020 Q3	$14.4M	Buy	226,090 +3,399	+2%	+$216K	11.31%	4
2020 Q2	$13.5M	Buy	+222,691	New	+$13.2M	12.24%	4

Other funds holding USMV

RJA

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wechter Feldman Wealth Management's USMV Position: Q2 2021 in Review

Wechter Feldman Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2021, closing a stake of 210,535 shares — an estimated $14.6M sold.

Wechter Feldman Wealth Management first reported a position in USMV in Q2 2020 and held it in 4 quarters. The position peaked at $15.2M in Q4 2020. 970 funds tracked by Wall St. Rank hold USMV as of Q2 2021.

Wechter Feldman Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
Wechter Feldman Wealth Management sold 210,535 iShares MSCI USA Min Vol Factor ETF shares in Q2 2021, an estimated $14.6M.
Wechter Feldman Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and held it in 4 quarters.
Wechter Feldman Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $15.2M in Q4 2020.
970 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.