Mizuho Trust & Banking’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mizuho Trust & Banking’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
2020 Q3	–	Sell	-40,000	Closed	-$2.42M	–	9
2020 Q2	$2.42M	Buy	40,000 +20,000	+100%	+$1.19M	1.46%	9
2020 Q1	$1.08M	Sell	20,000 -20,000	-50%	-$1.27M	2.07%	5
2019 Q4	$2.62M	Hold	40,000	–	–	0.74%	21
2019 Q3	$2.56M	Buy	+40,000	New	+$2.53M	1.19%	15
2019 Q1	–	Sell	-30,000	Closed	-$1.57M	–	9
2018 Q4	$1.57M	Buy	+30,000	New	+$1.65M	0.81%	14

Other funds holding USMV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mizuho Trust & Banking's USMV Position: Q3 2020 in Review

Mizuho Trust & Banking sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2020, closing a stake of 40,000 shares — an estimated $2.42M sold.

Mizuho Trust & Banking first reported a position in USMV in Q4 2018 and held it in 5 quarters. The position peaked at $2.62M in Q4 2019. 901 funds tracked by Wall St. Rank hold USMV as of Q3 2020.

Mizuho Trust & Banking reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
Mizuho Trust & Banking sold 40,000 iShares MSCI USA Min Vol Factor ETF shares in Q3 2020, an estimated $2.42M.
Mizuho Trust & Banking first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 5 quarters.
Mizuho Trust & Banking's iShares MSCI USA Min Vol Factor ETF position peaked at $2.62M in Q4 2019.
901 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2020.

Based on Mizuho Trust & Banking's 13F filing for Q3 2020, filed 21 Oct 2020.