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SpiderRock Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

SpiderRock Advisors’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
Q3 		$629K Buy
+6,890
New +$607K 0.01% 575
2024
Q2 		– Sell
-2,667
Closed -$220K – 820
2024
Q1 		$220K Buy
+2,667
New +$215K 0.01% 678

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SpiderRock Advisors's USMV Position: Q3 2024 in Review

SpiderRock Advisors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2024: 6,890 shares worth $629K. The stake represents 0.01% of the portfolio and ranks #575 among its holdings. This is a return to the name: SpiderRock Advisors previously reported a position in USMV as recently as Q1 2024.

SpiderRock Advisors first reported a position in USMV in Q1 2024 and has held it in 2 quarters since. 1,187 funds tracked by Wall St. Rank hold USMV as of Q3 2024.

  • SpiderRock Advisors held 6,890 shares of iShares MSCI USA Min Vol Factor ETF worth $629K as of Q3 2024.
  • iShares MSCI USA Min Vol Factor ETF was a new SpiderRock Advisors position in Q3 2024.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #575 holding.
  • SpiderRock Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and has held it in 2 quarters since.
  • 1,187 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.