Pinnacle Financial Partners (Tennessee)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 Q1	–	Sell	-3,656	Closed	-$296K	–	481
2021 Q4	$296K	Buy	3,656 +254	+7%	+$19.7K	0.01%	343
2021 Q3	$250K	Buy	+3,402	New	+$259K	0.01%	344
2021 Q1	–	Sell	-3,872	Closed	-$263K	–	468
2020 Q4	$263K	Sell	3,872 -491	-11%	-$32.3K	0.01%	317
2020 Q3	$279K	Sell	4,363 -939	-18%	-$59.6K	0.02%	294
2020 Q2	$322K	Sell	5,302 -85,349	-94%	-$5.06M	0.02%	274
2020 Q1	$4.9M	Sell	90,651 -21,660	-19%	-$1.37M	0.34%	87
2019 Q4	$7.37M	Buy	112,311 +35,259	+46%	+$2.26M	0.46%	68
2019 Q3	$4.94M	Buy	77,052 +29,098	+61%	+$1.84M	0.35%	87
2019 Q2	$2.96M	Buy	47,954 +36,006	+301%	+$2.16M	0.22%	121
2019 Q1	$703K	Buy	11,948 +6,460	+118%	+$362K	0.06%	208
2018 Q4	$288K	Buy	+5,488	New	+$302K	0.03%	268
2017 Q3	–	Sell	-1,404	Closed	-$69K	–	441
2017 Q2	$69K	Buy	+1,404	New	+$68.4K	0.01%	321

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Pinnacle Financial Partners (Tennessee)'s USMV Position: Q1 2022 in Review

Pinnacle Financial Partners (Tennessee) sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2022, closing a stake of 3,656 shares — an estimated $296K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in USMV in Q2 2017 and held it in 12 quarters. The position peaked at $7.37M in Q4 2019. 1,121 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

Pinnacle Financial Partners (Tennessee) reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 3,656 iShares MSCI USA Min Vol Factor ETF shares in Q1 2022, an estimated $296K.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2017 and held it in 12 quarters.
Pinnacle Financial Partners (Tennessee)'s iShares MSCI USA Min Vol Factor ETF position peaked at $7.37M in Q4 2019.
1,121 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q1 2022, filed 2 May 2022.