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Great Lakes Retirement’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Great Lakes Retirement’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
-947
Closed -$79.5K – 634
2024
Q2 		$79.5K Buy
+947
New +$78K 0.01% 232
2020
Q1 		– Sell
-84,296
Closed -$5.53M – 173
2019
Q4 		$5.53M Buy
+84,296
New +$5.41M 1.7% 9

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Great Lakes Retirement's USMV Position: Q3 2024 in Review

Great Lakes Retirement sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2024, closing a stake of 947 shares — an estimated $79.5K sold.

Great Lakes Retirement first reported a position in USMV in Q4 2019 and held it in 2 quarters. The position peaked at $5.53M in Q4 2019. 1,187 funds tracked by Wall St. Rank hold USMV as of Q3 2024.

  • Great Lakes Retirement reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 947 iShares MSCI USA Min Vol Factor ETF shares in Q3 2024, an estimated $79.5K.
  • Great Lakes Retirement first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 2 quarters.
  • Great Lakes Retirement's iShares MSCI USA Min Vol Factor ETF position peaked at $5.53M in Q4 2019.
  • 1,187 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.