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

Placemark Investments’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
2014 Q4	$1.55M	Buy	38,333 +1,310	+4%	+$51.6K	0.03%	664
2014 Q3	$1.39M	Sell	37,023 -10,347	-22%	-$389K	0.03%	712
2014 Q2	$1.76M	Sell	47,370 -1,387	-3%	-$50.7K	0.03%	618
2014 Q1	$1.76M	Buy	48,757 +234	+0.5%	+$8.28K	0.03%	585
2013 Q4	$1.72M	Buy	48,523 +24,084	+99%	+$835K	0.03%	621
2013 Q3	$812K	Buy	24,439 +13,811	+130%	+$461K	0.02%	902
2013 Q2	$347K	Buy	+10,628	New	+$353K	0.01%	1203

Other funds holding USMV

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

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

Placemark Investments's USMV Position: Q4 2014 in Review

Placemark Investments increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.5% in Q4 2014, buying an estimated $51.6K and bringing the position to 38,333 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #664.

Placemark Investments first reported a position in USMV in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.76M in Q2 2014. 145 funds tracked by Wall St. Rank hold USMV as of Q4 2014.

Placemark Investments held 38,333 shares of iShares MSCI USA Min Vol Factor ETF worth $1.55M as of Q4 2014.
Placemark Investments bought 1,310 iShares MSCI USA Min Vol Factor ETF shares in Q4 2014, an estimated $51.6K.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of Placemark Investments's portfolio in Q4 2014, its #664 holding.
Placemark Investments first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's iShares MSCI USA Min Vol Factor ETF position peaked at $1.76M in Q2 2014.
145 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.