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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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. 1,300 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.
1,300 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.