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

Nuveen’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 Q4	–	Sell	-185,753	Closed	-$11.8M	–	3362
2020 Q3	$11.8M	Hold	185,753	–	–	﹤0.01%	1413
2020 Q2	$11.3M	Hold	185,753	–	–	﹤0.01%	1411
2020 Q1	$10M	Sell	185,753 -180,000	-49%	-$11.4M	﹤0.01%	1289
2019 Q4	$24M	Hold	365,753	–	–	0.01%	1062
2019 Q3	$23.4M	Sell	365,753 -8,625	-2%	-$546K	0.01%	1044
2019 Q2	$23.1M	Sell	374,378 -3,430	-0.9%	-$206K	0.01%	1075
2019 Q1	$22.2M	Buy	377,808 +11,190	+3%	+$627K	0.12%	282
2018 Q4	$19.2M	Hold	366,618	–	–	0.12%	281
2018 Q3	$20.9M	Buy	+366,618	New	+$20.4M	0.11%	290

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

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

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

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

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

Nuveen's USMV Position: Q4 2020 in Review

Nuveen sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2020, closing a stake of 185,753 shares — an estimated $11.8M sold.

Nuveen first reported a position in USMV in Q3 2018 and held it in 9 quarters. The position peaked at $24M in Q4 2019. 1,024 funds tracked by Wall St. Rank hold USMV as of Q4 2020.

Nuveen reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
Nuveen sold 185,753 iShares MSCI USA Min Vol Factor ETF shares in Q4 2020, an estimated $11.8M.
Nuveen first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2018 and held it in 9 quarters.
Nuveen's iShares MSCI USA Min Vol Factor ETF position peaked at $24M in Q4 2019.
1,024 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2020.

Based on Nuveen's 13F filing for Q4 2020, filed 16 Feb 2021.