Gleason Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Gleason Group’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 Q3	–	Sell	-387	Closed	-$32.5K	–	260
2024 Q2	$32.5K	Buy	+387	New	+$31.9K	0.01%	143
2023 Q1	–	Sell	-102	Closed	-$7.38K	–	234
2022 Q4	$7.38K	Buy	102 +1	+1%	+$71	﹤0.01%	182
2022 Q3	$7K	Hold	101	–	–	﹤0.01%	193
2022 Q2	$7K	Buy	+101	New	+$7.39K	﹤0.01%	183

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 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

RJA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Gleason Group's USMV Position: Q3 2024 in Review

Gleason Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2024, closing a stake of 387 shares — an estimated $32.5K sold.

Gleason Group first reported a position in USMV in Q2 2022 and held it in 4 quarters. The position peaked at $32.5K in Q2 2024. 1,187 funds tracked by Wall St. Rank hold USMV as of Q3 2024.

Gleason Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
Gleason Group sold 387 iShares MSCI USA Min Vol Factor ETF shares in Q3 2024, an estimated $32.5K.
Gleason Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2022 and held it in 4 quarters.
Gleason Group's iShares MSCI USA Min Vol Factor ETF position peaked at $32.5K in Q2 2024.
1,187 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2024.

Based on Gleason Group's 13F filing for Q3 2024, filed 15 Oct 2024.