Bank Hapoalim BM’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bank Hapoalim BM’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 Q1	–	Sell	-5,419	Closed	-$438K	–	246
2021 Q4	$438K	Hold	5,419	–	–	0.04%	178
2021 Q3	$398K	Sell	5,419 -80	-1%	-$6.09K	0.04%	184
2021 Q2	$405K	Sell	5,499 -144	-3%	-$10.4K	0.05%	192
2021 Q1	$390K	Sell	5,643 -380	-6%	-$25.7K	0.05%	178
2020 Q4	$409K	Buy	6,023 +43	+0.7%	+$2.83K	0.06%	153
2020 Q3	$381K	Sell	5,980 -635	-10%	-$40.3K	0.02%	130
2020 Q2	$401K	Sell	6,615 -630	-9%	-$37.4K	0.09%	126
2020 Q1	$391K	Sell	7,245 -1,640	-18%	-$104K	0.12%	117
2019 Q4	$583K	Sell	8,885 -440	-5%	-$28.3K	0.13%	101
2019 Q3	$595K	Sell	9,325 -375	-4%	-$23.8K	0.15%	94
2019 Q2	$599K	Sell	9,700 -650	-6%	-$39K	0.15%	96
2019 Q1	$609K	Hold	10,350	–	–	0.15%	91
2018 Q4	$542K	Sell	10,350 -460	-4%	-$25.3K	0.17%	92
2018 Q3	$617K	Sell	10,810 -65	-0.6%	-$3.62K	0.15%	108
2018 Q2	$578K	Buy	+10,875	New	+$572K	0.16%	113
2017 Q1	–	Sell	-4,959	Closed	-$224K	–	213
2016 Q4	$224K	Sell	4,959 -9,301	-65%	-$415K	0.06%	159
2016 Q3	$648K	Sell	14,260 -1,770	-11%	-$81.9K	0.15%	109
2016 Q2	$741K	Sell	16,030 -2,750	-15%	-$122K	0.17%	100
2016 Q1	$825K	Buy	18,780 +9,550	+103%	+$397K	0.2%	78
2015 Q4	$385K	Sell	9,230 -440,770	-98%	-$18.4M	0.09%	122
2015 Q3	$439K	Buy	450,000 +440,770	+4,775%	+$18M	0.1%	112
2015 Q2	$372K	Sell	9,230 -246,630	-96%	-$10.2M	0.07%	137
2015 Q1	$3.35M	Buy	255,860 +248,060	+3,180%	+$10.2M	0.61%	40
2014 Q4	$316K	Buy	7,800 +5,360	+220%	+$211K	0.07%	133
2014 Q3	$92K	Hold	2,440	–	–	0.02%	161
2014 Q2	$90K	Hold	2,440	–	–	0.02%	159
2014 Q1	$89K	Buy	+2,440	New	+$86.3K	0.02%	150

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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank Hapoalim BM's USMV Position: Q1 2022 in Review

Bank Hapoalim BM sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2022, closing a stake of 5,419 shares — an estimated $438K sold.

Bank Hapoalim BM first reported a position in USMV in Q1 2014 and held it in 27 quarters. The position peaked at $3.35M in Q1 2015. 1,120 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

Bank Hapoalim BM reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Bank Hapoalim BM sold 5,419 iShares MSCI USA Min Vol Factor ETF shares in Q1 2022, an estimated $438K.
Bank Hapoalim BM first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2014 and held it in 27 quarters.
Bank Hapoalim BM's iShares MSCI USA Min Vol Factor ETF position peaked at $3.35M in Q1 2015.
1,120 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on Bank Hapoalim BM's 13F filing for Q1 2022, filed 28 Apr 2022.