Principal Financial Group
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Principal Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Principal Financial Group’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
2021
Q4 		– Sell
-15,325
Closed -$1.13M – 2638
2021
Q3 		$1.13M Sell
15,325
-18,770
-55% -$1.43M ﹤0.01% 1980
2021
Q2 		$2.51M Sell
34,095
-2,169
-6% -$157K ﹤0.01% 1858
2021
Q1 		$2.51M Buy
36,264
+615
+2% +$41.6K ﹤0.01% 1819
2020
Q4 		$2.42M Buy
35,649
+3,329
+10% +$219K ﹤0.01% 1764
2020
Q3 		$2.06M Buy
32,320
+7,961
+33% +$505K ﹤0.01% 1732
2020
Q2 		$1.48M Buy
24,359
+1,364
+6% +$80.9K ﹤0.01% 1753
2020
Q1 		$1.24M Buy
22,995
+65
+0.3% +$4.12K ﹤0.01% 1709
2019
Q4 		$1.5M Sell
22,930
-1,317
-5% -$84.6K ﹤0.01% 1769
2019
Q3 		$1.55M Buy
24,247
+2,157
+10% +$137K ﹤0.01% 1762
2019
Q2 		$1.36M Buy
22,090
+5,969
+37% +$358K ﹤0.01% 1791
2019
Q1 		$948K Buy
16,121
+1,597
+11% +$89.5K ﹤0.01% 1834
2018
Q4 		$761K Buy
+14,524
New +$798K ﹤0.01% 1848

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Principal Financial Group's USMV Position: Q4 2021 in Review

Principal Financial Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2021, closing a stake of 15,325 shares — an estimated $1.13M sold.

Principal Financial Group first reported a position in USMV in Q4 2018 and held it in 12 quarters. The position peaked at $2.51M in Q2 2021. 1,124 funds tracked by Wall St. Rank hold USMV as of Q4 2021.

  • Principal Financial Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 15,325 iShares MSCI USA Min Vol Factor ETF shares in Q4 2021, an estimated $1.13M.
  • Principal Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 12 quarters.
  • Principal Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $2.51M in Q2 2021.
  • 1,124 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.