Main Street Research’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Main Street Research’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	-4,300	Closed	-$348K	–	153
2021 Q4	$348K	Hold	4,300	–	–	0.03%	96
2021 Q3	$316K	Hold	4,300	–	–	0.03%	103
2021 Q2	$317K	Buy	+4,300	New	+$311K	0.03%	106

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

Main Street Research's USMV Position: Q1 2022 in Review

Main Street Research sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2022, closing a stake of 4,300 shares — an estimated $348K sold.

Main Street Research first reported a position in USMV in Q2 2021 and held it in 3 quarters. The position peaked at $348K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

Main Street Research reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Main Street Research sold 4,300 iShares MSCI USA Min Vol Factor ETF shares in Q1 2022, an estimated $348K.
Main Street Research first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2021 and held it in 3 quarters.
Main Street Research's iShares MSCI USA Min Vol Factor ETF position peaked at $348K in Q4 2021.
1,121 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on Main Street Research's 13F filing for Q1 2022, filed 5 May 2022.