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IndexIQ Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

IndexIQ Advisors’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
2018
Q1 		– Sell
-130
Closed -$7K – 677
2017
Q4 		$7K Sell
130
-32
-20% -$1.66K ﹤0.01% 582
2017
Q3 		$8K Sell
162
-237,446
-100% -$11.8M ﹤0.01% 528
2017
Q2 		$11.6M Buy
237,608
+228,995
+2,659% +$11.2M 0.56% 45
2017
Q1 		$438K Buy
+8,613
New +$403K 0.02% 206
2016
Q4 		– Sell
-90
Closed -$4K – 315
2016
Q3 		$4K Sell
90
-373,850
-100% -$17.3M ﹤0.01% 279
2016
Q2 		$17.3M Buy
373,940
+371,634
+16,116% +$16.5M 1% 25
2016
Q1 		$101K Buy
+2,306
New +$95.9K 0.01% 215

Other funds holding USMV

Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

IndexIQ Advisors's USMV Position: Q1 2018 in Review

IndexIQ Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2018, closing a stake of 130 shares — an estimated $7K sold.

IndexIQ Advisors first reported a position in USMV in Q1 2016 and held it in 7 quarters. The position peaked at $17.3M in Q2 2016. 468 funds tracked by Wall St. Rank hold USMV as of Q1 2018.

  • IndexIQ Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2018 after selling out during the quarter.
  • IndexIQ Advisors sold 130 iShares MSCI USA Min Vol Factor ETF shares in Q1 2018, an estimated $7K.
  • IndexIQ Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and held it in 7 quarters.
  • IndexIQ Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $17.3M in Q2 2016.
  • 468 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2018.

Based on IndexIQ Advisors's 13F filing for Q1 2018, filed 15 May 2018.