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

Allianz’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
2025
Q1 		– Sell
-57,472
Closed -$5.1M – 474
2024
Q4 		$5.1M Sell
57,472
-391,312
-87% -$35.9M 0.13% 127
2024
Q3 		$41M Buy
448,784
+160,489
+56% +$14.1M 1.11% 19
2024
Q2 		$24.2M Hold
288,295
– – 0.71% 25
2024
Q1 		$24.1M Buy
+288,295
New +$23.3M 0.76% 23

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allianz's USMV Position: Q1 2025 in Review

Allianz sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 57,472 shares — an estimated $5.1M sold.

Allianz first reported a position in USMV in Q1 2024 and held it in 4 quarters. The position peaked at $41M in Q3 2024. 1,301 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

  • Allianz reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Allianz sold 57,472 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $5.1M.
  • Allianz first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and held it in 4 quarters.
  • Allianz's iShares MSCI USA Min Vol Factor ETF position peaked at $41M in Q3 2024.
  • 1,301 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Allianz's 13F filing for Q1 2025, filed 9 May 2025.