Daido Life Insurance Company’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Daido Life Insurance Company’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
2023 Q3	–	Sell	-389,365	Closed	-$28.9M	–	11
2023 Q2	$28.9M	Sell	389,365 -124,047	-24%	-$9.07M	3.2%	5
2023 Q1	$37.3M	Hold	513,412	–	–	3.73%	5
2022 Q4	$37M	Hold	513,412	–	–	3.48%	5
2022 Q3	$33.9M	Hold	513,412	–	–	3.14%	6
2022 Q2	$36M	Hold	513,412	–	–	2.89%	7
2022 Q1	$39.8M	Hold	513,412	–	–	2.39%	8
2021 Q4	$41.5M	Buy	513,412 +113,127	+28%	+$8.76M	2.29%	8
2021 Q3	$29.4M	Hold	400,285	–	–	1.78%	8
2021 Q2	$29.5M	Sell	400,285 -64,313	-14%	-$4.65M	1.79%	8
2021 Q1	$32.1M	Hold	464,598	–	–	2.1%	8
2020 Q4	$31.5M	Hold	464,598	–	–	2.26%	8
2020 Q3	$29.6M	Hold	464,598	–	–	2.74%	7
2020 Q2	$28.2M	Hold	464,598	–	–	2.81%	6
2020 Q1	$25.1M	Hold	464,598	–	–	2.51%	6
2019 Q4	$30.5M	Hold	464,598	–	–	2.27%	6
2019 Q3	$29.8M	Sell	464,598 -58,292	-11%	-$3.69M	2.3%	7
2019 Q2	$32.3M	Hold	522,890	–	–	2.36%	8
2019 Q1	$30.7M	Hold	522,890	–	–	2.48%	8
2018 Q4	$27.4M	Hold	522,890	–	–	2.57%	6
2018 Q3	$29.8M	Hold	522,890	–	–	2.49%	7
2018 Q2	$27.8M	Buy	522,890 +345,293	+194%	+$18.2M	2.12%	8
2018 Q1	$9.22M	Buy	+177,597	New	+$9.4M	0.89%	8

Other funds holding USMV

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

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

RJA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Daido Life Insurance Company's USMV Position: Q3 2023 in Review

Daido Life Insurance Company sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2023, closing a stake of 389,365 shares — an estimated $28.9M sold.

Daido Life Insurance Company first reported a position in USMV in Q1 2018 and held it in 22 quarters. The position peaked at $41.5M in Q4 2021. 1,145 funds tracked by Wall St. Rank hold USMV as of Q3 2023.

Daido Life Insurance Company reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
Daido Life Insurance Company sold 389,365 iShares MSCI USA Min Vol Factor ETF shares in Q3 2023, an estimated $28.9M.
Daido Life Insurance Company first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and held it in 22 quarters.
Daido Life Insurance Company's iShares MSCI USA Min Vol Factor ETF position peaked at $41.5M in Q4 2021.
1,145 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2023.

Based on Daido Life Insurance Company's 13F filing for Q3 2023, filed 6 Nov 2023.