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Rockland Trust’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Rockland Trust’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
2023
Q2 		– Sell
-3,900
Closed -$284K – 302
2023
Q1 		$284K Sell
3,900
-3,333
-46% -$240K 0.02% 250
2022
Q4 		$521K Buy
+7,233
New +$515K 0.03% 198

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rockland Trust's USMV Position: Q2 2023 in Review

Rockland Trust sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2023, closing a stake of 3,900 shares — an estimated $284K sold.

Rockland Trust first reported a position in USMV in Q4 2022 and held it in 2 quarters. The position peaked at $521K in Q4 2022. 1,147 funds tracked by Wall St. Rank hold USMV as of Q2 2023.

  • Rockland Trust reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Rockland Trust sold 3,900 iShares MSCI USA Min Vol Factor ETF shares in Q2 2023, an estimated $284K.
  • Rockland Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 2 quarters.
  • Rockland Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $521K in Q4 2022.
  • 1,147 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2023.

Based on Rockland Trust's 13F filing for Q2 2023, filed 27 Jul 2023.