Prudential Financial
USMV icon

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

Prudential Financial’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
Q4 		– Sell
-22,150
Closed -$2.02M – 2704
2024
Q3 		$2.02M Sell
22,150
-5,675
-20% -$500K ﹤0.01% 1491
2024
Q2 		$2.34M Sell
27,825
-30,948
-53% -$2.55M ﹤0.01% 1341
2024
Q1 		$4.91M Sell
58,773
-13,898
-19% -$1.12M 0.01% 941
2023
Q4 		$5.67M Sell
72,671
-58,485
-45% -$4.36M 0.01% 873
2023
Q3 		$9.49M Sell
131,156
-19,267
-13% -$1.44M 0.01% 653
2023
Q2 		$11.2M Buy
150,423
+17,556
+13% +$1.28M 0.02% 624
2023
Q1 		$9.66M Buy
132,867
+37,256
+39% +$2.68M 0.02% 649
2022
Q4 		$6.89M Buy
95,611
+12,960
+16% +$922K 0.01% 749
2022
Q3 		$5.53M Buy
82,651
+20,685
+33% +$1.49M 0.01% 858
2022
Q2 		$4.36M Buy
61,966
+2,919
+5% +$214K 0.01% 959
2022
Q1 		$4.58M Sell
59,047
-943
-2% -$71.4K 0.01% 1020
2021
Q4 		$4.69M Buy
59,990
+36,657
+157% +$2.84M 0.01% 1061
2021
Q3 		$1.77M Sell
23,333
-2,550
-10% -$194K ﹤0.01% 1521
2021
Q2 		$1.91M Sell
25,883
-23,363
-47% -$1.69M ﹤0.01% 1507
2021
Q1 		$3.41M Sell
49,246
-81,965
-62% -$5.54M 0.01% 1198
2020
Q4 		$8.91M Buy
131,211
+7,221
+6% +$475K 0.02% 789
2020
Q3 		$7.9M Buy
123,990
+7,969
+7% +$506K 0.01% 756
2020
Q2 		$7.03M Sell
116,021
-25,135
-18% -$1.49M 0.01% 830
2020
Q1 		$7.62M Buy
141,156
+41,047
+41% +$2.6M 0.02% 748
2019
Q4 		$6.57M Buy
100,109
+6,328
+7% +$406K 0.01% 1015
2019
Q3 		$6.01M Buy
93,781
+54,005
+136% +$3.42M 0.01% 1034
2019
Q2 		$2.46M Sell
39,776
-6,570
-14% -$394K ﹤0.01% 1497
2019
Q1 		$2.73M Buy
46,346
+40,570
+702% +$2.27M ﹤0.01% 1440
2018
Q4 		$303K Buy
+5,776
New +$317K ﹤0.01% 2139

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prudential Financial's USMV Position: Q4 2024 in Review

Prudential Financial sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2024, closing a stake of 22,150 shares — an estimated $2.02M sold.

Prudential Financial first reported a position in USMV in Q4 2018 and held it in 24 quarters. The position peaked at $11.2M in Q2 2023. 1,282 funds tracked by Wall St. Rank hold USMV as of Q4 2024.

  • Prudential Financial reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 22,150 iShares MSCI USA Min Vol Factor ETF shares in Q4 2024, an estimated $2.02M.
  • Prudential Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 24 quarters.
  • Prudential Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $11.2M in Q2 2023.
  • 1,282 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.