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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
2024
Q1 		$5K Sell
1,500
-1,800
-55% -$145K ﹤0.01% 1590
2023
Q4 		$7K Sell
3,300
-200
-6% -$14.9K ﹤0.01% 2598
2023
Q3 		$1K Buy
+3,500
New +$261K ﹤0.01% 3658
2022
Q1 		– Sell
-200
Closed -$1K – 6093
2021
Q4 		$1K Buy
+200
New +$15.5K ﹤0.01% 5159
2021
Q1 		– Sell
-2,800
Closed -$12K – 6335
2020
Q4 		$12K Sell
2,800
-800
-22% -$52.7K ﹤0.01% 3077
2020
Q3 		$10K Buy
3,600
+300
+9% +$19K ﹤0.01% 3020
2020
Q2 		$2K Buy
+3,300
New +$196K ﹤0.01% 3855
2020
Q1 		– Sell
-3,300
Closed -$3K – 4691
2019
Q4 		$3K Sell
3,300
-6,200
-65% -$398K ﹤0.01% 3339
2019
Q3 		$1K Buy
9,500
+4,400
+86% +$279K ﹤0.01% 3846
2019
Q2 		$3K Buy
+5,100
New +$306K ﹤0.01% 3429
2017
Q4 		– Sell
-15,600
Closed -$26K – 5981
2017
Q3 		$26K Hold
15,600
– – ﹤0.01% 2886
2017
Q2 		$18K Buy
15,600
+12,400
+388% +$604K ﹤0.01% 3537
2017
Q1 		$5K Sell
3,200
-3,200
-50% -$150K ﹤0.01% 4769
2016
Q4 		$1K Buy
+6,400
New +$286K ﹤0.01% 6168
2016
Q3 		– Sell
-900
Closed -$1K – 7414
2016
Q2 		$1K Sell
900
-29,400
-97% -$1.31M ﹤0.01% 6287
2016
Q1 		$21K Buy
+30,300
New +$1.26M ﹤0.01% 3244

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
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
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.