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Kanaly Trust’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kanaly Trust’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
2016
Q4 		– Sell
-15,625
Closed -$710K – 950
2016
Q3 		$710K Sell
15,625
-425
-3% -$19.7K 0.15% 76
2016
Q2 		$742K Sell
16,050
-2,822
-15% -$125K 0.15% 75
2016
Q1 		$829K Buy
+18,872
New +$785K 0.17% 70

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kanaly Trust's USMV Position: Q4 2016 in Review

Kanaly Trust sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2016, closing a stake of 15,625 shares — an estimated $710K sold.

Kanaly Trust first reported a position in USMV in Q1 2016 and held it in 3 quarters. The position peaked at $829K in Q1 2016. 328 funds tracked by Wall St. Rank hold USMV as of Q4 2016.

  • Kanaly Trust reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2016 after selling out during the quarter.
  • Kanaly Trust sold 15,625 iShares MSCI USA Min Vol Factor ETF shares in Q4 2016, an estimated $710K.
  • Kanaly Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and held it in 3 quarters.
  • Kanaly Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $829K in Q1 2016.
  • 328 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.