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

WFG 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
2017
Q2 		$86K Hold
1,754
– – 0.02% 563
2017
Q1 		$84K Buy
1,754
+76
+5% +$3.56K 0.02% 538
2016
Q4 		$76K Sell
1,678
-249
-13% -$11.1K 0.02% 615
2016
Q3 		$88K Buy
1,927
+4
+0.2% +$185 0.02% 558
2016
Q2 		$89K Buy
1,923
+903
+89% +$40.1K 0.02% 530
2016
Q1 		$45K Buy
1,020
+300
+42% +$12.5K 0.01% 694
2015
Q4 		$30K Hold
720
– – 0.01% 800
2015
Q3 		$29K Sell
720
-920
-56% -$37.6K 0.01% 785
2015
Q2 		$66K Sell
1,640
-16
-1% -$661 0.02% 646
2015
Q1 		$68K Sell
1,656
-901
-35% -$37.1K 0.02% 651
2014
Q4 		$104K Sell
2,557
-2,058
-45% -$81K 0.02% 623
2014
Q3 		$174K Buy
4,615
+2,495
+118% +$93.8K 0.03% 485
2014
Q2 		$79K Buy
2,120
+1,300
+159% +$47.5K 0.01% 742
2014
Q1 		$30K Buy
+820
New +$29K 0.01% 1100

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WFG Advisors's USMV Position: Q2 2017 in Review

WFG Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2017 at 1,754 shares worth $86K. The position accounts for 0.02% of the portfolio, ranked #563.

WFG Advisors first reported a position in USMV in Q1 2014 and has held it in 14 quarters since. The position peaked at $174K in Q3 2014. 361 funds tracked by Wall St. Rank hold USMV as of Q2 2017.

  • WFG Advisors held 1,754 shares of iShares MSCI USA Min Vol Factor ETF worth $86K as of Q2 2017.
  • WFG Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2017.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #563 holding.
  • WFG Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2014 and has held it in 14 quarters since.
  • WFG Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $174K in Q3 2014.
  • 361 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.