Sunflower Bank’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sunflower Bank’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
2022 Q3	–	Sell	-4,969	Closed	-$349K	–	148
2022 Q2	$349K	Hold	4,969	–	–	0.07%	107
2022 Q1	$385K	Hold	4,969	–	–	0.05%	134
2021 Q4	$402K	Hold	4,969	–	–	0.05%	136
2021 Q3	$365K	Hold	4,969	–	–	0.05%	142
2021 Q2	$366K	Hold	4,969	–	–	0.06%	150
2021 Q1	$344K	Hold	4,969	–	–	0.06%	151
2020 Q4	$337K	Hold	4,969	–	–	0.06%	146
2020 Q3	$316K	Hold	4,969	–	–	0.13%	66
2020 Q2	$301K	Buy	+4,969	New	+$295K	0.12%	73

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Sunflower Bank's USMV Position: Q3 2022 in Review

Sunflower Bank sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2022, closing a stake of 4,969 shares — an estimated $349K sold.

Sunflower Bank first reported a position in USMV in Q2 2020 and held it in 9 quarters. The position peaked at $402K in Q4 2021. 1,062 funds tracked by Wall St. Rank hold USMV as of Q3 2022.

Sunflower Bank reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
Sunflower Bank sold 4,969 iShares MSCI USA Min Vol Factor ETF shares in Q3 2022, an estimated $349K.
Sunflower Bank first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and held it in 9 quarters.
Sunflower Bank's iShares MSCI USA Min Vol Factor ETF position peaked at $402K in Q4 2021.
1,062 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2022.

Based on Sunflower Bank's 13F filing for Q3 2022, filed 28 Oct 2022.