YorkBridge Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

YorkBridge Wealth Partners’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	-4,476	Closed	-$285K	–	218
2020 Q3	$285K	Sell	4,476 -986	-18%	-$62.6K	0.12%	142
2020 Q2	$331K	Sell	5,462 -1,198	-18%	-$71.1K	0.15%	122
2020 Q1	$360K	Buy	+6,660	New	+$423K	0.22%	101
2019 Q3	–	Sell	-1,183	Closed	-$73K	–	618
2019 Q2	$73K	Hold	1,183	–	–	0.03%	332
2019 Q1	$70K	Hold	1,183	–	–	0.03%	331
2018 Q4	$62K	Sell	1,183 -25	-2%	-$1.37K	0.03%	309
2018 Q3	$69K	Hold	1,208	–	–	0.03%	324
2018 Q2	$64K	Sell	1,208 -47	-4%	-$2.47K	0.03%	341
2018 Q1	$65K	Hold	1,255	–	–	0.03%	344
2017 Q4	$65K	Hold	1,255	–	–	0.03%	344
2017 Q3	$63K	Sell	1,255 -60	-5%	-$2.99K	0.03%	349
2017 Q2	$64K	Hold	1,315	–	–	0.03%	338
2017 Q1	$64K	Buy	1,315 +222	+20%	+$10.4K	0.03%	337
2016 Q4	$49K	Buy	+1,093	New	+$48.8K	0.03%	356

Other funds holding USMV

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

YorkBridge Wealth Partners's USMV Position: Q4 2020 in Review

YorkBridge Wealth Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2020, closing a stake of 4,476 shares — an estimated $285K sold.

YorkBridge Wealth Partners first reported a position in USMV in Q4 2016 and held it in 14 quarters. The position peaked at $360K in Q1 2020. 1,024 funds tracked by Wall St. Rank hold USMV as of Q4 2020.

YorkBridge Wealth Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
YorkBridge Wealth Partners sold 4,476 iShares MSCI USA Min Vol Factor ETF shares in Q4 2020, an estimated $285K.
YorkBridge Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and held it in 14 quarters.
YorkBridge Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $360K in Q1 2020.
1,024 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2020.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2020, filed 19 Jan 2021.