Elo Mutual Pension Insurance’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Elo Mutual Pension Insurance’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	-1,645,200	Closed	-$105M	–	427
2020 Q3	$105M	Sell	1,645,200 -765,800	-32%	-$48.6M	3.68%	8
2020 Q2	$133M	Hold	2,411,000	–	–	5.78%	6
2020 Q1	$130M	Sell	2,411,000 -334,000	-12%	-$21.2M	5.94%	5
2019 Q4	$180M	Buy	2,745,000 +175,000	+7%	+$11.2M	6.59%	6
2019 Q3	$165M	Hold	2,570,000	–	–	6.54%	5
2019 Q2	$159M	Sell	2,570,000 -130,000	-5%	-$7.8M	6.42%	6
2019 Q1	$159M	Sell	2,700,000 -960,000	-26%	-$53.8M	7.23%	5
2018 Q4	$192M	Sell	3,660,000 -265,000	-7%	-$14.6M	8.74%	4
2018 Q3	$224M	Sell	3,925,000 -75,000	-2%	-$4.18M	9.43%	5
2018 Q2	$213M	Sell	4,000,000 -380,000	-9%	-$20M	9.61%	4
2018 Q1	$227M	Buy	+4,380,000	New	+$232M	8.34%	5

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Elo Mutual Pension Insurance's USMV Position: Q4 2020 in Review

Elo Mutual Pension Insurance sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2020, closing a stake of 1,645,200 shares — an estimated $105M sold.

Elo Mutual Pension Insurance first reported a position in USMV in Q1 2018 and held it in 11 quarters. The position peaked at $227M in Q1 2018. 1,024 funds tracked by Wall St. Rank hold USMV as of Q4 2020.

Elo Mutual Pension Insurance reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
Elo Mutual Pension Insurance sold 1,645,200 iShares MSCI USA Min Vol Factor ETF shares in Q4 2020, an estimated $105M.
Elo Mutual Pension Insurance first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and held it in 11 quarters.
Elo Mutual Pension Insurance's iShares MSCI USA Min Vol Factor ETF position peaked at $227M in Q1 2018.
1,024 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2020.

Based on Elo Mutual Pension Insurance's 13F filing for Q4 2020, filed 11 Feb 2021.