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EFG Asset Management (Americas)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

EFG Asset Management (Americas)’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
2021
Q3 		– Sell
-9,551
Closed -$703K – 140
2021
Q2 		$703K Sell
9,551
-69
-0.7% -$4.99K 0.13% 106
2021
Q1 		$666K Hold
9,620
– – 0.14% 105
2020
Q4 		$653K Sell
9,620
-10,649
-53% -$701K 0.13% 105
2020
Q3 		$1.29M Sell
20,269
-571
-3% -$36.2K 0.29% 82
2020
Q2 		$1.26M Buy
20,840
+4,575
+28% +$271K 0.33% 82
2020
Q1 		$879K Buy
16,265
+2,954
+22% +$187K 0.28% 88
2019
Q4 		$873K Buy
13,311
+3,996
+43% +$257K 0.23% 99
2019
Q3 		$597K Buy
9,315
+313
+3% +$19.8K 0.18% 90
2019
Q2 		$556K Sell
9,002
-100
-1% -$6K 0.16% 94
2019
Q1 		$535K Buy
+9,102
New +$510K 0.16% 91
2018
Q4 		– Sell
-11,319
Closed -$646K – 114
2018
Q3 		$646K Hold
11,319
– – 0.19% 85
2018
Q2 		$602K Buy
11,319
+5,750
+103% +$303K 0.18% 92
2018
Q1 		$289K Hold
5,569
– – 0.12% 107
2017
Q4 		$294K Sell
5,569
-1,683
-23% -$87.3K 0.11% 117
2017
Q3 		$365K Sell
7,252
-1,023
-12% -$51K 0.14% 111
2017
Q2 		$405K Sell
8,275
-5,339
-39% -$260K 0.15% 94
2017
Q1 		$650K Sell
13,614
-54,038
-80% -$2.53M 0.25% 83
2016
Q4 		$3.08M Sell
67,652
-461,281
-87% -$20.6M 1.34% 21
2016
Q3 		$24.1M Buy
528,933
+217,891
+70% +$10.1M 10.17% 1
2016
Q2 		$14.4M Buy
311,042
+39,357
+14% +$1.75M 6.79% 3
2016
Q1 		$11.9M Buy
+271,685
New +$11.3M 5.97% 3

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EFG Asset Management (Americas)'s USMV Position: Q3 2021 in Review

EFG Asset Management (Americas) sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2021, closing a stake of 9,551 shares — an estimated $703K sold.

EFG Asset Management (Americas) first reported a position in USMV in Q1 2016 and held it in 21 quarters. The position peaked at $24.1M in Q3 2016. 972 funds tracked by Wall St. Rank hold USMV as of Q3 2021.

  • EFG Asset Management (Americas) reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 9,551 iShares MSCI USA Min Vol Factor ETF shares in Q3 2021, an estimated $703K.
  • EFG Asset Management (Americas) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and held it in 21 quarters.
  • EFG Asset Management (Americas)'s iShares MSCI USA Min Vol Factor ETF position peaked at $24.1M in Q3 2016.
  • 972 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2021.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2021, filed 22 Oct 2021.