Means Investment Company’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Means Investment Company’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
2021 Q4	–	Sell	-4,209	Closed	-$309K	–	224
2021 Q3	$309K	Buy	4,209 +3	+0.1%	+$229	0.06%	146
2021 Q2	$310K	Sell	4,206 -236	-5%	-$17.1K	0.06%	151
2021 Q1	$307K	Buy	4,442 +240	+6%	+$16.2K	0.07%	144
2020 Q4	$285K	Buy	4,202 +615	+17%	+$40.5K	0.07%	148
2020 Q3	$233K	Hold	3,587	–	–	0.06%	134
2020 Q2	$228K	Hold	3,587	–	–	0.07%	130
2020 Q1	$209K	Hold	3,587	–	–	0.08%	125
2019 Q4	$243K	Hold	3,587	–	–	0.08%	126
2019 Q3	$228K	Hold	3,587	–	–	0.09%	125
2019 Q2	$226K	Hold	3,587	–	–	0.09%	125
2019 Q1	$211K	Buy	+3,587	New	+$201K	0.09%	129

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Means Investment Company's USMV Position: Q4 2021 in Review

Means Investment Company sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2021, closing a stake of 4,209 shares — an estimated $309K sold.

Means Investment Company first reported a position in USMV in Q1 2019 and held it in 11 quarters. The position peaked at $310K in Q2 2021. 1,125 funds tracked by Wall St. Rank hold USMV as of Q4 2021.

Means Investment Company reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
Means Investment Company sold 4,209 iShares MSCI USA Min Vol Factor ETF shares in Q4 2021, an estimated $309K.
Means Investment Company first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and held it in 11 quarters.
Means Investment Company's iShares MSCI USA Min Vol Factor ETF position peaked at $310K in Q2 2021.
1,125 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2021.

Based on Means Investment Company's 13F filing for Q4 2021, filed 14 Feb 2022.