Cleary Gull Holdings’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cleary Gull Holdings’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
2016 Q1	$198K	Buy	+4,500	New	+$187K	0.13%	27

Other funds holding USMV

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cleary Gull Holdings's USMV Position: Q1 2016 in Review

Cleary Gull Holdings opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2016: 4,500 shares worth $198K. The stake represents 0.13% of the portfolio and ranks #27 among its holdings.

276 funds tracked by Wall St. Rank hold USMV as of Q1 2016.

Cleary Gull Holdings held 4,500 shares of iShares MSCI USA Min Vol Factor ETF worth $198K as of Q1 2016.
iShares MSCI USA Min Vol Factor ETF was a new Cleary Gull Holdings position in Q1 2016.
iShares MSCI USA Min Vol Factor ETF made up 0.13% of Cleary Gull Holdings's portfolio in Q1 2016, its #27 holding.
276 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2016.

Based on Cleary Gull Holdings's 13F filing for Q1 2016, filed 9 May 2016.