Alberta Investment Management Corp (AIMCo)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2022 Q4	–	Sell	-70,650	Closed	-$4.67M	–	1229
2022 Q3	$4.67M	Buy	+70,650	New	+$5.09M	0.04%	495
2022 Q2	–	Sell	-103,300	Closed	-$8.01M	–	1355
2022 Q1	$8.01M	Hold	103,300	–	–	0.05%	406
2021 Q4	$8.36M	Buy	103,300 +63,400	+159%	+$4.91M	0.05%	356
2021 Q3	$2.93M	Sell	39,900 -1,200	-3%	-$91.4K	0.03%	554
2021 Q2	$3.02M	Buy	+41,100	New	+$2.97M	0.03%	540

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

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

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Alberta Investment Management Corp (AIMCo)'s USMV Position: Q4 2022 in Review

Alberta Investment Management Corp (AIMCo) sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2022, closing a stake of 70,650 shares — an estimated $4.67M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in USMV in Q2 2021 and held it in 5 quarters. The position peaked at $8.36M in Q4 2021. 1,155 funds tracked by Wall St. Rank hold USMV as of Q4 2022.

Alberta Investment Management Corp (AIMCo) reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 70,650 iShares MSCI USA Min Vol Factor ETF shares in Q4 2022, an estimated $4.67M.
Alberta Investment Management Corp (AIMCo) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2021 and held it in 5 quarters.
Alberta Investment Management Corp (AIMCo)'s iShares MSCI USA Min Vol Factor ETF position peaked at $8.36M in Q4 2021.
1,155 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2022.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q4 2022, filed 14 Feb 2023.