6 Meridian’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

6 Meridian’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
2021 Q4	$949K	Buy	11,728 +2,215	+23%	+$172K	0.07%	121
2021 Q3	$699K	Sell	9,513 -243	-2%	-$18.5K	0.06%	137
2021 Q2	$718K	Sell	9,756 -167	-2%	-$12.1K	0.06%	143
2021 Q1	$687K	Sell	9,923 -2,658	-21%	-$180K	0.06%	145
2020 Q4	$854K	Buy	12,581 +160	+1%	+$10.5K	0.08%	131
2020 Q3	$792K	Sell	12,421 -1,273	-9%	-$80.8K	0.08%	126
2020 Q2	$830K	Sell	13,694 -15,282	-53%	-$907K	0.09%	130
2020 Q1	$1.56M	Sell	28,976 -32,299	-53%	-$2.05M	0.16%	98
2019 Q4	$4.02M	Buy	61,275 +36,840	+151%	+$2.37M	0.35%	75
2019 Q3	$1.57M	Sell	24,435 -74,902	-75%	-$4.75M	0.15%	98
2019 Q2	$6.13M	Buy	99,337 +75,459	+316%	+$4.53M	0.62%	57
2019 Q1	$1.4M	Sell	23,878 -94,855	-80%	-$5.31M	0.14%	97
2018 Q4	$6.22M	Buy	118,733 +93,861	+377%	+$5.16M	0.71%	43
2018 Q3	$1.42M	Sell	24,872 -52,803	-68%	-$2.94M	0.15%	96
2018 Q2	$4.13M	Buy	77,675 +40,512	+109%	+$2.13M	0.44%	67
2018 Q1	$1.93M	Sell	37,163 -57,011	-61%	-$3.02M	0.22%	79
2017 Q4	$4.97M	Buy	+94,174	New	+$4.89M	0.58%	61

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

6 Meridian's USMV Position: Q4 2021 in Review

6 Meridian increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 23% in Q4 2021, buying an estimated $172K and bringing the position to 11,728 shares worth $949K. The position accounts for 0.07% of the portfolio, ranked #121.

6 Meridian first reported a position in USMV in Q4 2017 and has held it in 17 quarters since. The position peaked at $6.22M in Q4 2018. 1,124 funds tracked by Wall St. Rank hold USMV as of Q4 2021.

6 Meridian held 11,728 shares of iShares MSCI USA Min Vol Factor ETF worth $949K as of Q4 2021.
6 Meridian bought 2,215 iShares MSCI USA Min Vol Factor ETF shares in Q4 2021, an estimated $172K.
iShares MSCI USA Min Vol Factor ETF made up 0.07% of 6 Meridian's portfolio in Q4 2021, its #121 holding.
6 Meridian first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 17 quarters since.
6 Meridian's iShares MSCI USA Min Vol Factor ETF position peaked at $6.22M in Q4 2018.
1,124 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.