Bayesian Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bayesian Capital Management’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 Q3	–	Sell	-3,343	Closed	-$248K	–	1017
2023 Q2	$248K	Buy	+3,343	New	+$244K	0.03%	587
2020 Q2	–	Sell	-19,800	Closed	-$1.07M	–	800
2020 Q1	$1.07M	Buy	+19,800	New	+$1.26M	0.23%	115

Other funds holding USMV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bayesian Capital Management's USMV Position: Q3 2023 in Review

Bayesian Capital Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2023, closing a stake of 3,343 shares — an estimated $248K sold.

Bayesian Capital Management first reported a position in USMV in Q1 2020 and held it in 2 quarters. The position peaked at $1.07M in Q1 2020. 1,145 funds tracked by Wall St. Rank hold USMV as of Q3 2023.

Bayesian Capital Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
Bayesian Capital Management sold 3,343 iShares MSCI USA Min Vol Factor ETF shares in Q3 2023, an estimated $248K.
Bayesian Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and held it in 2 quarters.
Bayesian Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.07M in Q1 2020.
1,145 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2023.

Based on Bayesian Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.