Gallagher Benefit Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Gallagher Benefit Services’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
2022 Q4	$4.59M	Buy	+63,658	New	+$4.53M	0.96%	21

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gallagher Benefit Services's USMV Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2022: 63,658 shares worth $4.59M. The stake represents 0.96% of the portfolio and ranks #21 among its holdings.

1,157 funds tracked by Wall St. Rank hold USMV as of Q4 2022.

Gallagher Benefit Services held 63,658 shares of iShares MSCI USA Min Vol Factor ETF worth $4.59M as of Q4 2022.
iShares MSCI USA Min Vol Factor ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares MSCI USA Min Vol Factor ETF made up 0.96% of Gallagher Benefit Services's portfolio in Q4 2022, its #21 holding.
1,157 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.