XML Securities’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$431K Buy
8,299
+2,040
+33% +$108K 0.53% 35
2017
Q4
$330K Buy
+6,259
New +$325K 0.42% 49

Other funds holding USMV

XML Securities's USMV Position: Q1 2018 in Review

XML Securities increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 33% in Q1 2018, buying an estimated $108K and bringing the position to 8,299 shares worth $431K. The position accounts for 0.53% of the portfolio, ranked #35.

XML Securities first reported a position in USMV in Q4 2017 and has held it in 2 quarters since. 468 funds tracked by Wall St. Rank hold USMV as of Q1 2018.

  • XML Securities held 8,299 shares of iShares MSCI USA Min Vol Factor ETF worth $431K as of Q1 2018.
  • XML Securities bought 2,040 iShares MSCI USA Min Vol Factor ETF shares in Q1 2018, an estimated $108K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.53% of XML Securities's portfolio in Q1 2018, its #35 holding.
  • XML Securities first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 2 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.