First Manhattan’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

First Manhattan’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 Q2	–	Sell	-188	Closed	-$15.7K	–	1290
2024 Q1	$15.7K	Hold	188	–	–	﹤0.01%	1057
2023 Q4	$14.7K	Buy	188 +65	+53%	+$4.85K	﹤0.01%	1065
2023 Q3	$8.9K	Hold	123	–	–	﹤0.01%	1152
2023 Q2	$9.14K	Hold	123	–	–	﹤0.01%	1161
2023 Q1	$8.95K	Hold	123	–	–	﹤0.01%	1227
2022 Q4	$8.87K	Buy	123 +112	+1,018%	+$7.97K	﹤0.01%	1270
2022 Q3	$0	Buy	+11	New	+$793	﹤0.01%	1658
2021 Q1	–	Sell	-51	Closed	-$3K	–	1563
2020 Q4	$3K	Hold	51	–	–	﹤0.01%	1264
2020 Q3	$3K	Hold	51	–	–	﹤0.01%	1253
2020 Q2	$3K	Sell	51 -431	-89%	-$25.6K	﹤0.01%	1301
2020 Q1	$26K	Hold	482	–	–	﹤0.01%	961
2019 Q4	$31K	Buy	482 +431	+845%	+$27.7K	﹤0.01%	976
2019 Q3	$3K	Hold	51	–	–	﹤0.01%	1249
2019 Q2	$3K	Buy	+51	New	+$3.06K	﹤0.01%	1293
2017 Q2	–	Sell	-494	Closed	-$23K	–	1477
2017 Q1	$23K	Hold	494	–	–	﹤0.01%	1074
2016 Q4	$22K	Hold	494	–	–	﹤0.01%	1057
2016 Q3	$22K	Hold	494	–	–	﹤0.01%	1067
2016 Q2	$22K	Buy	+494	New	+$21.9K	﹤0.01%	1094

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

First Manhattan's USMV Position: Q2 2024 in Review

First Manhattan sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2024, closing a stake of 188 shares — an estimated $15.7K sold.

First Manhattan first reported a position in USMV in Q2 2016 and held it in 18 quarters. The position peaked at $31K in Q4 2019. 1,163 funds tracked by Wall St. Rank hold USMV as of Q2 2024.

First Manhattan reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 188 iShares MSCI USA Min Vol Factor ETF shares in Q2 2024, an estimated $15.7K.
First Manhattan first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2016 and held it in 18 quarters.
First Manhattan's iShares MSCI USA Min Vol Factor ETF position peaked at $31K in Q4 2019.
1,163 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.