MIFH
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Migdal Insurance & Financial Holdings’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Migdal Insurance & Financial Holdings’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
2018
Q1 		– Sell
-85
Closed -$4K – 773
2017
Q4 		$4K Hold
85
– – ﹤0.01% 545
2017
Q3 		$4K Hold
85
– – ﹤0.01% 535
2017
Q2 		$4K Hold
85
– – ﹤0.01% 453
2017
Q1 		$4K Hold
85
– – ﹤0.01% 454
2016
Q4 		$4K Buy
+85
New +$3.79K ﹤0.01% 410

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

Migdal Insurance & Financial Holdings's USMV Position: Q1 2018 in Review

Migdal Insurance & Financial Holdings sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2018, closing a stake of 85 shares — an estimated $4K sold.

Migdal Insurance & Financial Holdings first reported a position in USMV in Q4 2016 and held it in 5 quarters. The position peaked at $4K in Q4 2017. 469 funds tracked by Wall St. Rank hold USMV as of Q1 2018.

  • Migdal Insurance & Financial Holdings reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2018 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 85 iShares MSCI USA Min Vol Factor ETF shares in Q1 2018, an estimated $4K.
  • Migdal Insurance & Financial Holdings first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and held it in 5 quarters.
  • Migdal Insurance & Financial Holdings's iShares MSCI USA Min Vol Factor ETF position peaked at $4K in Q4 2017.
  • 469 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2018.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2018, filed 2 May 2018.