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

Certuity’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
-40,637
Closed -$3.02M – 288
2023
Q2 		$3.02M Buy
+40,637
New +$2.97M 0.34% 45
2020
Q2 		– Sell
-9,356
Closed -$505K – 219
2020
Q1 		$505K Buy
+9,356
New +$594K 0.28% 62

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Certuity's USMV Position: Q3 2023 in Review

Certuity sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2023, closing a stake of 40,637 shares — an estimated $3.02M sold.

Certuity first reported a position in USMV in Q1 2020 and held it in 2 quarters. The position peaked at $3.02M in Q2 2023. 1,146 funds tracked by Wall St. Rank hold USMV as of Q3 2023.

  • Certuity reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Certuity sold 40,637 iShares MSCI USA Min Vol Factor ETF shares in Q3 2023, an estimated $3.02M.
  • Certuity first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and held it in 2 quarters.
  • Certuity's iShares MSCI USA Min Vol Factor ETF position peaked at $3.02M in Q2 2023.
  • 1,146 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2023.

Based on Certuity's 13F filing for Q3 2023, filed 3 Nov 2023.