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Michael Gelband’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Michael Gelband’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
-29,535
Closed -$2.17M – 2619
2021
Q3 		$2.17M Buy
+29,535
New +$2.25M 0.03% 693
2021
Q2 		– Sell
-120,666
Closed -$8.35M – 2831
2021
Q1 		$8.35M Buy
+120,666
New +$8.16M 0.12% 156
2020
Q2 		– Sell
-17,847
Closed -$964K – 2047
2020
Q1 		$964K Buy
+17,847
New +$1.13M 0.05% 318

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Michael Gelband's USMV Position: Q4 2021 in Review

Michael Gelband sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2021, closing a stake of 29,535 shares — an estimated $2.17M sold.

Michael Gelband first reported a position in USMV in Q1 2020 and held it in 3 quarters. The position peaked at $8.35M in Q1 2021. 1,125 funds tracked by Wall St. Rank hold USMV as of Q4 2021.

  • Michael Gelband reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Michael Gelband sold 29,535 iShares MSCI USA Min Vol Factor ETF shares in Q4 2021, an estimated $2.17M.
  • Michael Gelband first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and held it in 3 quarters.
  • Michael Gelband's iShares MSCI USA Min Vol Factor ETF position peaked at $8.35M in Q1 2021.
  • 1,125 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2021.

Based on ExodusPoint Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.