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
2020 Q4	–	Sell	-500	Closed	-$1K	–	5524
2020 Q3	$1K	Buy	+500	New	+$31.7K	﹤0.01%	4476
2020 Q2	–	Sell	-6,000	Closed	-$22K	–	4921
2020 Q1	$22K	Buy	6,000 +600	+11%	+$38.1K	﹤0.01%	2252
2019 Q4	$3K	Sell	5,400 -40,600	-88%	-$2.61M	﹤0.01%	3340
2019 Q3	$23K	Buy	46,000 +36,200	+369%	+$2.29M	﹤0.01%	2094
2019 Q2	$4K	Sell	9,800 -5,900	-38%	-$354K	﹤0.01%	3271
2019 Q1	$16K	Buy	15,700 +12,900	+461%	+$723K	﹤0.01%	2194
2018 Q4	$4K	Buy	+2,800	New	+$154K	﹤0.01%	3077
2018 Q2	–	Sell	-5,500	Closed	-$16K	–	4924
2018 Q1	$16K	Buy	+5,500	New	+$291K	﹤0.01%	2454
2017 Q4	–	Sell	-28,300	Closed	-$6K	–	5983
2017 Q3	$6K	Hold	28,300	–	–	﹤0.01%	4264
2017 Q2	$22K	Sell	28,300 -10,800	-28%	-$526K	﹤0.01%	3336
2017 Q1	$2K	Buy	+39,100	New	+$1.83M	﹤0.01%	5569
2016 Q4	–	Sell	-8,600	Closed	-$3K	–	7364
2016 Q3	$3K	Buy	+8,600	New	+$398K	﹤0.01%	5470

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.