Bank Pictet & Cie (Europe)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bank Pictet & Cie (Europe)’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
2023 Q1	–	Sell	-46,935	Closed	-$3.38M	–	184
2022 Q4	$3.38M	Hold	46,935	–	–	0.17%	75
2022 Q3	$3.1M	Hold	46,935	–	–	0.15%	74
2022 Q2	$3.29M	Hold	46,935	–	–	0.15%	71
2022 Q1	$3.64M	Hold	46,935	–	–	0.14%	72
2021 Q4	$3.8M	Hold	46,935	–	–	0.13%	74
2021 Q3	$3.45M	Hold	46,935	–	–	0.13%	76
2021 Q2	$3.46M	Hold	46,935	–	–	0.12%	80
2021 Q1	$3.25M	Hold	46,935	–	–	0.13%	81
2020 Q4	$3.19M	Hold	46,935	–	–	0.16%	72
2020 Q3	$2.99M	Buy	+46,935	New	+$2.98M	0.17%	67

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank Pictet & Cie (Europe)'s USMV Position: Q1 2023 in Review

Bank Pictet & Cie (Europe) sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2023, closing a stake of 46,935 shares — an estimated $3.38M sold.

Bank Pictet & Cie (Europe) first reported a position in USMV in Q3 2020 and held it in 10 quarters. The position peaked at $3.8M in Q4 2021. 1,128 funds tracked by Wall St. Rank hold USMV as of Q1 2023.

Bank Pictet & Cie (Europe) reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Bank Pictet & Cie (Europe) sold 46,935 iShares MSCI USA Min Vol Factor ETF shares in Q1 2023, an estimated $3.38M.
Bank Pictet & Cie (Europe) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and held it in 10 quarters.
Bank Pictet & Cie (Europe)'s iShares MSCI USA Min Vol Factor ETF position peaked at $3.8M in Q4 2021.
1,128 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2023.

Based on Bank Pictet & Cie (Europe)'s 13F filing for Q1 2023, filed 1 May 2023.