UBS Group’s iShares MSCI USA Mid-Cap Multifactor ETF MIDF Stock Holding History

UBS Group’s Portfolio MIDF Stock Details MIDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,085	Closed	-$42K	–	11603
2022 Q1	$42K	Sell	1,085 -25	-2%	-$968	﹤0.01%	6676
2021 Q4	$45K	Sell	1,110 -2	-0.2%	-$78	﹤0.01%	7024
2021 Q3	$41K	Buy	1,112 +1,061	+2,080%	+$39.8K	﹤0.01%	6515
2021 Q2	$2K	Buy	51 +11	+28%	+$402	﹤0.01%	9067
2021 Q1	$1K	Buy	40 +27	+208%	+$905	﹤0.01%	8863
2020 Q4	$0	Sell	13 -18	-58%	-$535	﹤0.01%	8964
2020 Q3	$1K	Sell	31 -32	-51%	-$860	﹤0.01%	7886
2020 Q2	$2K	Buy	63 +53	+530%	+$1.26K	﹤0.01%	7697
2020 Q1	$0	Buy	+10	New	+$260	﹤0.01%	8607

Other funds holding MIDF

Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

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

Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's MIDF Position: Q2 2022 in Review

UBS Group sold out of iShares MSCI USA Mid-Cap Multifactor ETF (MIDF) in Q2 2022, closing a stake of 1,085 shares — an estimated $42K sold.

UBS Group first reported a position in MIDF in Q1 2020 and held it in 9 quarters. The position peaked at $45K in Q4 2021. 9 funds tracked by Wall St. Rank hold MIDF as of Q2 2022.

UBS Group reported no remaining iShares MSCI USA Mid-Cap Multifactor ETF position as of Q2 2022 after selling out during the quarter.
UBS Group sold 1,085 iShares MSCI USA Mid-Cap Multifactor ETF shares in Q2 2022, an estimated $42K.
UBS Group first reported a position in iShares MSCI USA Mid-Cap Multifactor ETF in Q1 2020 and held it in 9 quarters.
UBS Group's iShares MSCI USA Mid-Cap Multifactor ETF position peaked at $45K in Q4 2021.
9 funds tracked by Wall St. Rank held iShares MSCI USA Mid-Cap Multifactor ETF as of Q2 2022.

Based on UBS Group's 13F filing for Q2 2022, filed 10 Aug 2022.