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

Cutler Group’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
2022 Q4	–	Sell	-1	Closed	–	–	5271
2022 Q3	$0	Buy	+1	New	+$72	﹤0.01%	5559
2020 Q1	–	Sell	-11,199	Closed	-$710K	–	4692
2019 Q4	$734K	Buy	11,199 +9,500	+559%	+$610K	0.04%	333
2019 Q3	$108K	Buy	1,699 +1,200	+240%	+$76K	0.01%	1022
2019 Q2	$30K	Sell	499 -6,300	-93%	-$378K	﹤0.01%	1913
2019 Q1	$399K	Buy	6,799 +5,900	+656%	+$330K	0.04%	390
2018 Q4	$47K	Buy	899 +199	+28%	+$10.9K	﹤0.01%	1514
2018 Q3	$39K	Buy	+700	New	+$39K	﹤0.01%	1774
2017 Q4	–	Sell	-3,376	Closed	-$175K	–	5982
2017 Q3	$169K	Buy	+3,376	New	+$168K	0.01%	1286
2017 Q2	–	Sell	-1,076	Closed	-$52.4K	–	7129
2017 Q1	$51K	Sell	1,076 -5,538	-84%	-$259K	﹤0.01%	2396
2016 Q4	$299K	Buy	6,614 +638	+11%	+$28.5K	0.01%	1025
2016 Q3	$271K	Sell	5,976 -234	-4%	-$10.8K	0.01%	989
2016 Q2	$286K	Buy	+6,210	New	+$276K	0.01%	884
2016 Q1	–	Sell	-1,749	Closed	-$72.8K	–	7248
2015 Q4	$73K	Buy	+1,749	New	+$72.9K	﹤0.01%	2071

Other funds holding USMV

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

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

RJA

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cutler Group's USMV Position: Q4 2022 in Review

Cutler Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2022, closing a stake of 1 share.

Cutler Group first reported a position in USMV in Q4 2015 and held it in 13 quarters. The position peaked at $734K in Q4 2019. 1,155 funds tracked by Wall St. Rank hold USMV as of Q4 2022.

Cutler Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Cutler Group sold 1 iShares MSCI USA Min Vol Factor ETF share in Q4 2022.
Cutler Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and held it in 13 quarters.
Cutler Group's iShares MSCI USA Min Vol Factor ETF position peaked at $734K in Q4 2019.
1,155 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2022.

Based on Cutler Group's 13F filing for Q4 2022, filed 7 Feb 2023.