RFS
USMV icon

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

Rockefeller Financial Services’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
2013
Q4 		– Sell
-3,000
Closed -$100K – 526
2013
Q3 		$100K Buy
+3,000
New +$100K ﹤0.01% 389

Other funds holding USMV

AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Rockefeller Financial Services's USMV Position: Q4 2013 in Review

Rockefeller Financial Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2013, closing a stake of 3,000 shares — an estimated $100K sold.

Rockefeller Financial Services first reported a position in USMV in Q3 2013 and held it in 1 quarter. The position peaked at $100K in Q3 2013. 95 funds tracked by Wall St. Rank hold USMV as of Q4 2013.

  • Rockefeller Financial Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2013 after selling out during the quarter.
  • Rockefeller Financial Services sold 3,000 iShares MSCI USA Min Vol Factor ETF shares in Q4 2013, an estimated $100K.
  • Rockefeller Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2013 and held it in 1 quarter.
  • Rockefeller Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $100K in Q3 2013.
  • 95 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2013.

Based on Rockefeller Financial Services's 13F filing for Q4 2013, filed 3 Feb 2014.