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

UBS’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
Q3 		$20.6M Buy
546,965
+15,961
+3% +$600K 0.02% 940
2014
Q2 		$19.8M Buy
531,004
+73,924
+16% +$2.7M 0.02% 899
2014
Q1 		$16.5M Sell
457,080
-165,609
-27% -$5.86M 0.01% 916
2013
Q4 		$22.1M Buy
622,689
+175,198
+39% +$6.08M 0.02% 744
2013
Q3 		$14.9M Sell
447,491
-82,297
-16% -$2.75M 0.02% 863
2013
Q2 		$17.3M Buy
+529,788
New +$17.6M 0.02% 720

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 $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

UBS's USMV Position: Q3 2014 in Review

UBS increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3% in Q3 2014, buying an estimated $600K and bringing the position to 546,965 shares worth $20.6M. The position accounts for 0.02% of the portfolio, ranked #940.

UBS first reported a position in USMV in Q2 2013 and has held it in 6 quarters since. The position peaked at $22.1M in Q4 2013. 114 funds tracked by Wall St. Rank hold USMV as of Q3 2014.

  • UBS held 546,965 shares of iShares MSCI USA Min Vol Factor ETF worth $20.6M as of Q3 2014.
  • UBS bought 15,961 iShares MSCI USA Min Vol Factor ETF shares in Q3 2014, an estimated $600K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of UBS's portfolio in Q3 2014, its #940 holding.
  • UBS first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's iShares MSCI USA Min Vol Factor ETF position peaked at $22.1M in Q4 2013.
  • 114 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.