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

Parker 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
2022
Q2 		– Sell
-27,569
Closed -$2.14M – 40
2022
Q1 		$2.14M Sell
27,569
-797
-3% -$60.3K 0.21% 20
2021
Q4 		$2.29M Sell
28,366
-92,383
-77% -$7.15M 0.36% 14
2021
Q3 		$8.88M Buy
+120,749
New +$9.2M 0.57% 12
2020
Q2 		– Sell
-3,896
Closed -$210K – 31
2020
Q1 		$210K Sell
3,896
-148,698
-97% -$9.43M 0.07% 22
2019
Q4 		$10M Sell
152,594
-21,914
-13% -$1.41M 2.46% 12
2019
Q3 		$11.2M Sell
174,508
-361
-0.2% -$22.9K 3.34% 12
2019
Q2 		$10.8M Buy
174,869
+129,595
+286% +$7.78M 3.3% 9
2019
Q1 		$2.66M Buy
45,274
+33,023
+270% +$1.85M 0.82% 17
2018
Q4 		$642K Sell
12,251
-815
-6% -$44.8K 0.24% 18
2018
Q3 		$745K Buy
13,066
+4,248
+48% +$237K 0.23% 17
2018
Q2 		$468K Hold
8,818
– – 0.16% 16
2018
Q1 		$457K Sell
8,818
-618
-7% -$32.7K 0.16% 17
2017
Q4 		$498K Sell
9,436
-1
-0% -$52 0.18% 20
2017
Q3 		$475K Sell
9,437
-1
-0% -$50 0.21% 17
2017
Q2 		$462K Buy
9,438
+455
+5% +$22.2K 0.23% 16
2017
Q1 		$429K Hold
8,983
– – 0.22% 17
2016
Q4 		$406K Sell
8,983
-180,289
-95% -$8.05M 0.22% 19
2016
Q3 		$8.6M Sell
189,272
-259,421
-58% -$12M 3.05% 10
2016
Q2 		$20.7M Sell
448,693
-97,981
-18% -$4.35M 7.71% 3
2016
Q1 		$24M Buy
+546,674
New +$22.7M 9.03% 3

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parker Investment Management's USMV Position: Q2 2022 in Review

Parker Investment Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2022, closing a stake of 27,569 shares — an estimated $2.14M sold.

Parker Investment Management first reported a position in USMV in Q1 2016 and held it in 20 quarters. The position peaked at $24M in Q1 2016. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

  • Parker Investment Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Parker Investment Management sold 27,569 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $2.14M.
  • Parker Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and held it in 20 quarters.
  • Parker Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $24M in Q1 2016.
  • 1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on Parker Investment Management's 13F filing for Q2 2022, filed 4 Aug 2022.