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Opus Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Opus Investment Management’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
2024
Q3 		– Sell
-60,560
Closed -$5.08M – 37
2024
Q2 		$5.08M Buy
60,560
+127
+0.2% +$10.5K 3.28% 9
2024
Q1 		$5.05M Buy
60,433
+155
+0.3% +$12.5K 3.3% 10
2023
Q4 		$4.7M Buy
60,278
+154
+0.3% +$11.5K 2.7% 12
2023
Q3 		$4.35M Sell
60,124
-2,380
-4% -$177K 2.68% 12
2023
Q2 		$4.65M Buy
62,504
+110
+0.2% +$8.04K 1.67% 20
2023
Q1 		$4.54M Buy
62,394
+128
+0.2% +$9.2K 1.64% 22
2022
Q4 		$4.49M Buy
62,266
+277
+0.4% +$19.7K 1.6% 24
2022
Q3 		$4.1M Hold
61,989
– – 0.95% 40
2022
Q2 		$4.35M Buy
61,989
+1,691
+3% +$124K 0.94% 39
2022
Q1 		$4.68M Buy
60,298
+3,380
+6% +$256K 0.72% 48
2021
Q4 		$4.61M Buy
56,918
+196
+0.3% +$15.2K 0.66% 54
2021
Q3 		$4.17M Buy
56,722
+1,670
+3% +$127K 0.64% 52
2021
Q2 		$4.05M Buy
55,052
+1,938
+4% +$140K 0.61% 53
2021
Q1 		$3.67M Buy
53,114
+3,765
+8% +$255K 0.54% 58
2020
Q4 		$3.35M Buy
49,349
+371
+0.8% +$24.4K 0.52% 55
2020
Q3 		$3.12M Buy
48,978
+4,000
+9% +$254K 0.59% 47
2020
Q2 		$2.73M Buy
44,978
+27,253
+154% +$1.62M 0.55% 53
2020
Q1 		$957K Buy
17,725
+5,500
+45% +$349K 0.2% 82
2019
Q4 		$802K Hold
12,225
– – 0.13% 89
2019
Q3 		$784K Buy
+12,225
New +$775K 0.14% 90

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Opus Investment Management's USMV Position: Q3 2024 in Review

Opus Investment Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2024, closing a stake of 60,560 shares — an estimated $5.08M sold.

Opus Investment Management first reported a position in USMV in Q3 2019 and held it in 20 quarters. The position peaked at $5.08M in Q2 2024. 1,187 funds tracked by Wall St. Rank hold USMV as of Q3 2024.

  • Opus Investment Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Opus Investment Management sold 60,560 iShares MSCI USA Min Vol Factor ETF shares in Q3 2024, an estimated $5.08M.
  • Opus Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 20 quarters.
  • Opus Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $5.08M in Q2 2024.
  • 1,187 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2024.

Based on Opus Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.