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

Investors Financial 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
2022 Q1	–	Sell	-13,914	Closed	-$1.13M	–	173
2021 Q4	$1.13M	Sell	13,914 -661	-5%	-$51.2K	0.52%	54
2021 Q3	$1.07M	Sell	14,575 -1,274	-8%	-$97K	0.57%	46
2021 Q2	$1.17M	Sell	15,849 -99	-0.6%	-$7.15K	0.63%	38
2021 Q1	$1.1M	Sell	15,948 -742	-4%	-$50.2K	0.65%	37
2020 Q4	$1.13M	Sell	16,690 -1,705	-9%	-$112K	0.75%	31
2020 Q3	$1.17M	Sell	18,395 -2,932	-14%	-$186K	0.88%	25
2020 Q2	$1.29M	Sell	21,327 -516	-2%	-$30.6K	1.06%	22
2020 Q1	$1.18M	Sell	21,843 -2,529	-10%	-$160K	1.19%	23
2019 Q4	$1.6M	Buy	+24,372	New	+$1.57M	1.3%	22

Other funds holding USMV

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Investors Financial Group's USMV Position: Q1 2022 in Review

Investors Financial Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2022, closing a stake of 13,914 shares — an estimated $1.13M sold.

Investors Financial Group first reported a position in USMV in Q4 2019 and held it in 9 quarters. The position peaked at $1.6M in Q4 2019. 1,121 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

Investors Financial Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 13,914 iShares MSCI USA Min Vol Factor ETF shares in Q1 2022, an estimated $1.13M.
Investors Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $1.6M in Q4 2019.
1,121 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.