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

Axa’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
2019
Q4 		– Sell
-94,710
Closed -$6.07M – 1316
2019
Q3 		$6.07M Buy
94,710
+1,290
+1% +$81.7K 0.02% 586
2019
Q2 		$5.77M Buy
93,420
+1,600
+2% +$96.1K 0.02% 608
2019
Q1 		$5.4M Buy
91,820
+5,190
+6% +$291K 0.02% 628
2018
Q4 		$4.54M Buy
86,630
+3,730
+4% +$205K 0.02% 633
2018
Q3 		$4.73M Buy
82,900
+7,860
+10% +$438K 0.02% 692
2018
Q2 		$3.99M Buy
75,040
+14,250
+23% +$750K 0.02% 706
2018
Q1 		$3.16M Buy
60,790
+1,320
+2% +$69.8K 0.01% 756
2017
Q4 		$3.14M Sell
59,470
-3,500
-6% -$182K 0.01% 763
2017
Q3 		$3.17M Buy
62,970
+390
+0.6% +$19.4K 0.01% 734
2017
Q2 		$3.06M Buy
62,580
+400
+0.6% +$19.5K 0.01% 705
2017
Q1 		$2.97M Buy
62,180
+56,130
+928% +$2.63M 0.01% 698
2016
Q4 		$274K Hold
6,050
– – ﹤0.01% 1161
2016
Q3 		$275K Buy
6,050
+320
+6% +$14.8K ﹤0.01% 1115
2016
Q2 		$265K Sell
5,730
-1,450
-20% -$64.4K ﹤0.01% 1123
2016
Q1 		$315K Hold
7,180
– – ﹤0.01% 1078
2015
Q4 		$300K Hold
7,180
– – ﹤0.01% 1113
2015
Q3 		$284K Sell
7,180
-200
-3% -$8.18K ﹤0.01% 1158
2015
Q2 		$298K Sell
7,380
-1,730
-19% -$71.5K ﹤0.01% 1169
2015
Q1 		$376K Hold
9,110
– – ﹤0.01% 1160
2014
Q4 		$369K Buy
9,110
+500
+6% +$19.7K ﹤0.01% 1161
2014
Q3 		$324K Buy
8,610
+300
+4% +$11.3K ﹤0.01% 1156
2014
Q2 		$309K Buy
8,310
+1,220
+17% +$44.6K ﹤0.01% 1170
2014
Q1 		$256K Hold
7,090
– – ﹤0.01% 1185
2013
Q4 		$252K Buy
+7,090
New +$246K ﹤0.01% 1179

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Axa's USMV Position: Q4 2019 in Review

Axa sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2019, closing a stake of 94,710 shares — an estimated $6.07M sold.

Axa first reported a position in USMV in Q4 2013 and held it in 24 quarters. The position peaked at $6.07M in Q3 2019. 924 funds tracked by Wall St. Rank hold USMV as of Q4 2019.

  • Axa reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2019 after selling out during the quarter.
  • Axa sold 94,710 iShares MSCI USA Min Vol Factor ETF shares in Q4 2019, an estimated $6.07M.
  • Axa first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2013 and held it in 24 quarters.
  • Axa's iShares MSCI USA Min Vol Factor ETF position peaked at $6.07M in Q3 2019.
  • 924 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.