Gyroscope Capital Management Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Gyroscope Capital Management 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
2020 Q3	–	Sell	-18,262	Closed	-$1.11M	–	127
2020 Q2	$1.11M	Sell	18,262 -3,331	-15%	-$198K	0.5%	41
2020 Q1	$1.17M	Sell	21,593 -1,096	-5%	-$69.5K	0.55%	37
2019 Q4	$1.49M	Buy	22,689 +3,304	+17%	+$212K	0.54%	38
2019 Q3	$1.22M	Buy	+19,385	New	+$1.23M	0.48%	44
2017 Q2	–	Sell	-19,120	Closed	-$912K	–	132
2017 Q1	$912K	Buy	19,120 +5,547	+41%	+$260K	0.55%	39
2016 Q4	$614K	Sell	13,573 -326	-2%	-$14.5K	0.41%	41
2016 Q3	$631K	Buy	13,899 +3,195	+30%	+$148K	0.47%	39
2016 Q2	$495K	Buy	10,704 +4,458	+71%	+$198K	0.4%	45
2016 Q1	$274K	Buy	+6,246	New	+$260K	0.21%	67

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

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

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

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

Gyroscope Capital Management Group's USMV Position: Q3 2020 in Review

Gyroscope Capital Management Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2020, closing a stake of 18,262 shares — an estimated $1.11M sold.

Gyroscope Capital Management Group first reported a position in USMV in Q1 2016 and held it in 9 quarters. The position peaked at $1.49M in Q4 2019. 900 funds tracked by Wall St. Rank hold USMV as of Q3 2020.

Gyroscope Capital Management Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
Gyroscope Capital Management Group sold 18,262 iShares MSCI USA Min Vol Factor ETF shares in Q3 2020, an estimated $1.11M.
Gyroscope Capital Management Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and held it in 9 quarters.
Gyroscope Capital Management Group's iShares MSCI USA Min Vol Factor ETF position peaked at $1.49M in Q4 2019.
900 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2020.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2020, filed 14 Oct 2020.