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Muzinich & Co’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Muzinich & Co’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
2019
Q2 		– Sell
-8,009
Closed -$471 – 79
2019
Q1 		$471 Sell
8,009
-2,937
-27% -$165K 0.04% 38
2018
Q4 		$573K Buy
+10,946
New +$602K 0.16% 37

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Muzinich & Co's USMV Position: Q2 2019 in Review

Muzinich & Co sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2019, closing a stake of 8,009 shares — an estimated $471 sold.

Muzinich & Co first reported a position in USMV in Q4 2018 and held it in 2 quarters. The position peaked at $573K in Q4 2018. 692 funds tracked by Wall St. Rank hold USMV as of Q2 2019.

  • Muzinich & Co reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2019 after selling out during the quarter.
  • Muzinich & Co sold 8,009 iShares MSCI USA Min Vol Factor ETF shares in Q2 2019, an estimated $471.
  • Muzinich & Co first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 2 quarters.
  • Muzinich & Co's iShares MSCI USA Min Vol Factor ETF position peaked at $573K in Q4 2018.
  • 692 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2019.

Based on Muzinich & Co's 13F filing for Q2 2019, filed 13 Aug 2019.