Sumitomo Mitsui Trust Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sumitomo Mitsui Trust Group’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
2018 Q4	–	Sell	-3,799	Closed	-$217K	–	932
2018 Q3	$217K	Buy	+3,799	New	+$212K	﹤0.01%	881
2018 Q2	–	Sell	-5,799	Closed	-$301K	–	920
2018 Q1	$301K	Buy	5,799 +650	+13%	+$34.4K	﹤0.01%	871
2017 Q4	$272K	Hold	5,149	–	–	﹤0.01%	875
2017 Q3	$259K	Hold	5,149	–	–	﹤0.01%	884
2017 Q2	$252K	Hold	5,149	–	–	﹤0.01%	877
2017 Q1	$246K	Sell	5,149 -3,100	-38%	-$145K	﹤0.01%	866
2016 Q4	$373K	Sell	8,249 -300	-4%	-$13.4K	﹤0.01%	836
2016 Q3	$388K	Buy	8,549 +3,000	+54%	+$139K	﹤0.01%	817
2016 Q2	$256K	Hold	5,549	–	–	﹤0.01%	835
2016 Q1	$244K	Hold	5,549	–	–	﹤0.01%	856
2015 Q4	$235K	Buy	+5,549	New	+$231K	﹤0.01%	846

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group's USMV Position: Q4 2018 in Review

Sumitomo Mitsui Trust Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2018, closing a stake of 3,799 shares — an estimated $217K sold.

Sumitomo Mitsui Trust Group first reported a position in USMV in Q4 2015 and held it in 11 quarters. The position peaked at $388K in Q3 2016. 612 funds tracked by Wall St. Rank hold USMV as of Q4 2018.

Sumitomo Mitsui Trust Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2018 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 3,799 iShares MSCI USA Min Vol Factor ETF shares in Q4 2018, an estimated $217K.
Sumitomo Mitsui Trust Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and held it in 11 quarters.
Sumitomo Mitsui Trust Group's iShares MSCI USA Min Vol Factor ETF position peaked at $388K in Q3 2016.
612 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2018.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2018, filed 6 Feb 2019.