Psagot Value Holdings’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Psagot Value Holdings’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
2020 Q2	–	Sell	-160	Closed	-$9K	–	406
2020 Q1	$9K	Hold	160	–	–	﹤0.01%	355
2019 Q4	$10K	Hold	160	–	–	﹤0.01%	406
2019 Q3	$10K	Buy	+160	New	+$10.1K	﹤0.01%	376
2018 Q3	–	Sell	-85	Closed	-$5K	–	385
2018 Q2	$5K	Hold	85	–	–	﹤0.01%	327
2018 Q1	$4K	Hold	85	–	–	﹤0.01%	328
2017 Q4	$4K	Hold	85	–	–	﹤0.01%	291
2017 Q3	$4K	Hold	85	–	–	﹤0.01%	302
2017 Q2	$4K	Sell	85 -20,395	-100%	-$993K	﹤0.01%	299
2017 Q1	$977K	Sell	20,480 -14,270	-41%	-$668K	0.04%	146
2016 Q4	$1.57M	Buy	34,750 +85	+0.2%	+$3.79K	0.07%	121
2016 Q3	$1.57M	Hold	34,665	–	–	0.07%	122
2016 Q2	$1.6M	Buy	+34,665	New	+$1.54M	0.07%	112

Other funds holding USMV

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Psagot Value Holdings's USMV Position: Q2 2020 in Review

Psagot Value Holdings sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2020, closing a stake of 160 shares — an estimated $9K sold.

Psagot Value Holdings first reported a position in USMV in Q2 2016 and held it in 12 quarters. The position peaked at $1.6M in Q2 2016. 901 funds tracked by Wall St. Rank hold USMV as of Q2 2020.

Psagot Value Holdings reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
Psagot Value Holdings sold 160 iShares MSCI USA Min Vol Factor ETF shares in Q2 2020, an estimated $9K.
Psagot Value Holdings first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2016 and held it in 12 quarters.
Psagot Value Holdings's iShares MSCI USA Min Vol Factor ETF position peaked at $1.6M in Q2 2016.
901 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2020.

Based on Psagot Value Holdings's 13F filing for Q2 2020, filed 29 Jul 2020.