Ameritas Investment Company’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ameritas Investment Company’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 Q3	$9.73M	Buy	132,429 +42,973	+48%	+$3.27M	0.45%	50
2021 Q2	$10.3M	Buy	89,456 +412	+0.5%	+$29.8K	0.5%	40
2021 Q1	$6.16M	Sell	89,044 -63,223	-42%	-$4.27M	0.53%	41
2020 Q4	$10.3M	Buy	152,267 +26,411	+21%	+$1.74M	2.01%	6
2020 Q3	$7.63M	Hold	125,856	–	–	2.39%	5
2020 Q2	$7.63M	Sell	125,856 -1,216	-1%	-$72.2K	2.2%	6
2020 Q1	$6.83M	Buy	127,072 +38,117	+43%	+$2.42M	1.09%	15
2019 Q4	$5.83M	Buy	88,955 +20,966	+31%	+$1.35M	1.22%	13
2019 Q3	$4.36M	Buy	67,989 +48,343	+246%	+$3.06M	0.87%	19
2019 Q2	$1.21M	Sell	19,646 -20,331	-51%	-$1.22M	0.58%	44
2019 Q1	$2.35M	Sell	39,977 -45,558	-53%	-$2.55M	0.43%	45
2018 Q4	$4.48M	Buy	+85,535	New	+$4.7M	0.97%	20

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

RJFSA

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

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

Ameritas Investment Company's USMV Position: Q3 2021 in Review

Ameritas Investment Company increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 48% in Q3 2021, buying an estimated $3.27M and bringing the position to 132,429 shares worth $9.73M. The position accounts for 0.45% of the portfolio, ranked #50.

Ameritas Investment Company first reported a position in USMV in Q4 2018 and has held it in 12 quarters since. The position peaked at $10.3M in Q4 2020. 973 funds tracked by Wall St. Rank hold USMV as of Q3 2021.

Ameritas Investment Company held 132,429 shares of iShares MSCI USA Min Vol Factor ETF worth $9.73M as of Q3 2021.
Ameritas Investment Company bought 42,973 iShares MSCI USA Min Vol Factor ETF shares in Q3 2021, an estimated $3.27M.
iShares MSCI USA Min Vol Factor ETF made up 0.45% of Ameritas Investment Company's portfolio in Q3 2021, its #50 holding.
Ameritas Investment Company first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 12 quarters since.
Ameritas Investment Company's iShares MSCI USA Min Vol Factor ETF position peaked at $10.3M in Q4 2020.
973 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.