TCTC Holdings’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

TCTC Holdings’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 Q1	–	Sell	-477	Closed	-$39K	–	481
2021 Q4	$39K	Hold	477	–	–	﹤0.01%	319
2021 Q3	$35K	Hold	477	–	–	﹤0.01%	334
2021 Q2	$35K	Hold	477	–	–	﹤0.01%	296
2021 Q1	$33K	Hold	477	–	–	﹤0.01%	294
2020 Q4	$32K	Hold	477	–	–	﹤0.01%	280
2020 Q3	$30K	Hold	477	–	–	﹤0.01%	277
2020 Q2	$29K	Buy	+477	New	+$28.3K	﹤0.01%	276

Other funds holding USMV

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

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

TCTC Holdings's USMV Position: Q1 2022 in Review

TCTC Holdings sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2022, closing a stake of 477 shares — an estimated $39K sold.

TCTC Holdings first reported a position in USMV in Q2 2020 and held it in 7 quarters. The position peaked at $39K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

TCTC Holdings reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
TCTC Holdings sold 477 iShares MSCI USA Min Vol Factor ETF shares in Q1 2022, an estimated $39K.
TCTC Holdings first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and held it in 7 quarters.
TCTC Holdings's iShares MSCI USA Min Vol Factor ETF position peaked at $39K in Q4 2021.
1,121 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on TCTC Holdings's 13F filing for Q1 2022, filed 11 May 2022.