Cutter & Co Brokerage’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cutter & Co Brokerage’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 Q4	–	Sell	-3,595	Closed	-$328K	–	228
2024 Q3	$328K	Sell	3,595 -71	-2%	-$6.26K	0.07%	135
2024 Q2	$308K	Sell	3,666 -37	-1%	-$3.05K	0.07%	137
2024 Q1	$310K	Buy	3,703 +813	+28%	+$65.6K	0.08%	138
2023 Q4	$226K	Sell	2,890 -224	-7%	-$16.7K	0.06%	168
2023 Q3	$225K	Hold	3,114	–	–	0.07%	170
2023 Q2	$231K	Buy	3,114 +166	+6%	+$12.1K	0.07%	174
2023 Q1	$214K	Sell	2,948 -153	-5%	-$11K	0.07%	185
2022 Q4	$224K	Hold	3,101	–	–	0.08%	179
2022 Q3	$205K	Buy	+3,101	New	+$224K	0.08%	187
2019 Q4	–	Sell	-7,772	Closed	-$498K	–	298
2019 Q3	$498K	Sell	7,772 -899	-10%	-$57K	0.16%	138
2019 Q2	$535K	Buy	+8,671	New	+$521K	0.17%	129

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cutter & Co Brokerage's USMV Position: Q4 2024 in Review

Cutter & Co Brokerage sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2024, closing a stake of 3,595 shares — an estimated $328K sold.

Cutter & Co Brokerage first reported a position in USMV in Q2 2019 and held it in 11 quarters. The position peaked at $535K in Q2 2019. 1,282 funds tracked by Wall St. Rank hold USMV as of Q4 2024.

Cutter & Co Brokerage reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
Cutter & Co Brokerage sold 3,595 iShares MSCI USA Min Vol Factor ETF shares in Q4 2024, an estimated $328K.
Cutter & Co Brokerage first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and held it in 11 quarters.
Cutter & Co Brokerage's iShares MSCI USA Min Vol Factor ETF position peaked at $535K in Q2 2019.
1,282 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on Cutter & Co Brokerage's 13F filing for Q4 2024, filed 4 Feb 2025.