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Swiss Reinsurance’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Swiss Reinsurance’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
2014
Q2 		– Sell
-150,000
Closed -$5.41M – 10
2014
Q1 		$5.41M Sell
150,000
-290,000
-66% -$10.3M 2.58% 8
2013
Q4 		$15.6M Hold
440,000
– – 0.7% 12
2013
Q3 		$14.6M Buy
+440,000
New +$14.7M 0.63% 12

Other funds holding USMV

AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Swiss Reinsurance's USMV Position: Q2 2014 in Review

Swiss Reinsurance sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2014, closing a stake of 150,000 shares — an estimated $5.41M sold.

Swiss Reinsurance first reported a position in USMV in Q3 2013 and held it in 3 quarters. The position peaked at $15.6M in Q4 2013. 111 funds tracked by Wall St. Rank hold USMV as of Q2 2014.

  • Swiss Reinsurance reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2014 after selling out during the quarter.
  • Swiss Reinsurance sold 150,000 iShares MSCI USA Min Vol Factor ETF shares in Q2 2014, an estimated $5.41M.
  • Swiss Reinsurance first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2013 and held it in 3 quarters.
  • Swiss Reinsurance's iShares MSCI USA Min Vol Factor ETF position peaked at $15.6M in Q4 2013.
  • 111 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2014.

Based on Swiss Reinsurance's 13F filing for Q2 2014, filed 14 Aug 2014.