Swiss Life Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Swiss Life Asset Management’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 Q2	–	Sell	-41,000	Closed	-$2.13M	–	561
2018 Q1	$2.13M	Sell	41,000 -21,000	-34%	-$1.11M	0.04%	288
2017 Q4	$3.28M	Hold	62,000	–	–	0.07%	164
2017 Q3	$3.12M	Hold	62,000	–	–	0.08%	162
2017 Q2	$3.03M	Sell	62,000 -14,000	-18%	-$682K	0.08%	153
2017 Q1	$3.63M	Sell	76,000 -117,100	-61%	-$5.48M	0.1%	128
2016 Q4	$8.73M	Sell	193,100 -62,000	-24%	-$2.77M	0.29%	88
2016 Q3	$11.6M	Buy	255,100 +41,500	+19%	+$1.92M	0.39%	66
2016 Q2	$9.84M	Sell	213,600 -14,700	-6%	-$653K	0.4%	69
2016 Q1	$10M	Buy	228,300 +47,500	+26%	+$1.98M	0.42%	66
2015 Q4	$7.57M	Sell	180,800 -1,200	-0.7%	-$50K	0.34%	77
2015 Q3	$7.21M	Sell	182,000 -242,500	-57%	-$9.91M	0.35%	76
2015 Q2	$17.1M	Buy	424,500 +111,400	+36%	+$4.61M	0.6%	22
2015 Q1	$12.9M	Buy	+313,100	New	+$12.9M	0.52%	37

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swiss Life Asset Management's USMV Position: Q2 2018 in Review

Swiss Life Asset Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2018, closing a stake of 41,000 shares — an estimated $2.13M sold.

Swiss Life Asset Management first reported a position in USMV in Q1 2015 and held it in 13 quarters. The position peaked at $17.1M in Q2 2015. 463 funds tracked by Wall St. Rank hold USMV as of Q2 2018.

Swiss Life Asset Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2018 after selling out during the quarter.
Swiss Life Asset Management sold 41,000 iShares MSCI USA Min Vol Factor ETF shares in Q2 2018, an estimated $2.13M.
Swiss Life Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2015 and held it in 13 quarters.
Swiss Life Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $17.1M in Q2 2015.
463 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2018.

Based on Swiss Life Asset Management's 13F filing for Q2 2018, filed 29 Dec 2025.