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Westover Capital Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Westover Capital Advisors’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
2020
Q4 		– Sell
-3,160
Closed -$201K – 157
2020
Q3 		$201K Buy
+3,160
New +$201K 0.08% 130

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Westover Capital Advisors's USMV Position: Q4 2020 in Review

Westover Capital Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2020, closing a stake of 3,160 shares — an estimated $201K sold.

Westover Capital Advisors first reported a position in USMV in Q3 2020 and held it in 1 quarter. The position peaked at $201K in Q3 2020. 1,024 funds tracked by Wall St. Rank hold USMV as of Q4 2020.

  • Westover Capital Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Westover Capital Advisors sold 3,160 iShares MSCI USA Min Vol Factor ETF shares in Q4 2020, an estimated $201K.
  • Westover Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and held it in 1 quarter.
  • Westover Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $201K in Q3 2020.
  • 1,024 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2020.

Based on Westover Capital Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.