CIBC Asset Management
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CIBC Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

CIBC Asset 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
2020
Q1 		– Sell
-11,671
Closed -$766K – 1154
2019
Q4 		$766K Buy
11,671
+2,640
+29% +$170K ﹤0.01% 655
2019
Q3 		$579K Sell
9,031
-6,084
-40% -$385K ﹤0.01% 687
2019
Q2 		$933K Buy
15,115
+4,837
+47% +$290K 0.01% 614
2019
Q1 		$604K Sell
10,278
-2,715
-21% -$152K ﹤0.01% 695
2018
Q4 		$680K Buy
12,993
+3,020
+30% +$166K 0.01% 636
2018
Q3 		$569K Sell
9,973
-20,822
-68% -$1.16M ﹤0.01% 705
2018
Q2 		$1.64M Buy
30,795
+14,020
+84% +$738K 0.01% 471
2018
Q1 		$872K Buy
16,775
+6,360
+61% +$337K 0.01% 606
2017
Q4 		$550K Hold
10,415
– – ﹤0.01% 687
2017
Q3 		$524K Buy
10,415
+2,970
+40% +$148K ﹤0.01% 693
2017
Q2 		$364K Sell
7,445
-8,040
-52% -$392K ﹤0.01% 739
2017
Q1 		$739K Buy
15,485
+5,905
+62% +$276K 0.01% 635
2016
Q4 		$433K Sell
9,580
-11,749
-55% -$524K ﹤0.01% 716
2016
Q3 		$969K Buy
21,329
+3,515
+20% +$163K 0.01% 567
2016
Q2 		$823K Buy
17,814
+1,213
+7% +$53.9K 0.01% 600
2016
Q1 		$729K Buy
16,601
+2,731
+20% +$114K 0.01% 615
2015
Q4 		$580K Buy
13,870
+4,493
+48% +$187K ﹤0.01% 645
2015
Q3 		$371K Buy
9,377
+62
+0.7% +$2.54K ﹤0.01% 717
2015
Q2 		$376K Buy
+9,315
New +$385K ﹤0.01% 749
2015
Q1 		– Sell
-15,500
Closed -$627K – 978
2014
Q4 		$627K Sell
15,500
-2,520
-14% -$99.2K ﹤0.01% 652
2014
Q3 		$679K Buy
18,020
+1,740
+11% +$65.4K ﹤0.01% 656
2014
Q2 		$606K Buy
+16,280
New +$595K ﹤0.01% 660
2014
Q1 		– Sell
-48,950
Closed -$1.74M – 1025
2013
Q4 		$1.74M Buy
48,950
+15,570
+47% +$540K 0.01% 424
2013
Q3 		$1.11M Buy
33,380
+1,230
+4% +$41.1K 0.01% 506
2013
Q2 		$1.05M Buy
+32,150
New +$1.07M 0.01% 509

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

CIBC Asset Management's USMV Position: Q1 2020 in Review

CIBC Asset Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2020, closing a stake of 11,671 shares — an estimated $766K sold.

CIBC Asset Management first reported a position in USMV in Q2 2013 and held it in 25 quarters. The position peaked at $1.74M in Q4 2013. 878 funds tracked by Wall St. Rank hold USMV as of Q1 2020.

  • CIBC Asset Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • CIBC Asset Management sold 11,671 iShares MSCI USA Min Vol Factor ETF shares in Q1 2020, an estimated $766K.
  • CIBC Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and held it in 25 quarters.
  • CIBC Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.74M in Q4 2013.
  • 878 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2020.

Based on CIBC Asset Management's 13F filing for Q1 2020, filed 30 Apr 2020.