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Winslow Evans & Crocker’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Winslow Evans & Crocker’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 		$158K Buy
2,327
+1,852
+390% +$122K 0.03% 367
2020
Q3 		$30K Hold
475
– – 0.01% 553
2020
Q2 		$29K Sell
475
-65
-12% -$3.86K 0.01% 547
2020
Q1 		$30K Sell
540
-1,480
-73% -$93.9K 0.01% 516
2019
Q4 		$134K Buy
2,020
+234
+13% +$15K 0.03% 349
2019
Q3 		$116K Hold
1,786
– – 0.03% 368
2019
Q2 		$112K Hold
1,786
– – 0.03% 379
2019
Q1 		$106K Buy
1,786
+60
+3% +$3.36K 0.03% 375
2018
Q4 		$92K Hold
1,726
– – 0.03% 373
2018
Q3 		$100K Buy
1,726
+160
+10% +$8.92K 0.03% 374
2018
Q2 		$86K Hold
1,566
– – 0.03% 397
2018
Q1 		$81.3K Sell
1,566
-1,230
-44% -$65.1K 0.03% 390
2017
Q4 		$148K Sell
2,796
-212
-7% -$11K 0.05% 306
2017
Q3 		$151K Sell
3,008
-4,979
-62% -$248K 0.05% 290
2017
Q2 		$390K Sell
7,987
-1,881
-19% -$91.6K 0.11% 209
2017
Q1 		$471K Sell
9,868
-28,934
-75% -$1.35M 0.15% 151
2016
Q4 		$1.75M Sell
38,802
-9,574
-20% -$427K 0.54% 39
2016
Q3 		$2.2M Sell
48,376
-656
-1% -$30.4K 0.63% 38
2016
Q2 		$2.27M Buy
49,032
+4,347
+10% +$193K 0.68% 35
2016
Q1 		$1.96M Buy
44,685
+40,709
+1,024% +$1.69M 0.59% 41
2015
Q4 		$166K Buy
+3,976
New +$166K 0.05% 322

Other funds holding USMV

Bank of America
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
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

Winslow Evans & Crocker's USMV Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 390% in Q4 2020, buying an estimated $122K and bringing the position to 2,327 shares worth $158K. The position accounts for 0.03% of the portfolio, ranked #367.

Winslow Evans & Crocker first reported a position in USMV in Q4 2015 and has held it in 21 quarters since. The position peaked at $2.27M in Q2 2016. 1,024 funds tracked by Wall St. Rank hold USMV as of Q4 2020.

  • Winslow Evans & Crocker held 2,327 shares of iShares MSCI USA Min Vol Factor ETF worth $158K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,852 iShares MSCI USA Min Vol Factor ETF shares in Q4 2020, an estimated $122K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #367 holding.
  • Winslow Evans & Crocker first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and has held it in 21 quarters since.
  • Winslow Evans & Crocker's iShares MSCI USA Min Vol Factor ETF position peaked at $2.27M in Q2 2016.
  • 1,024 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.