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United Services Automobile Association’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

United Services Automobile Association’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
2019
Q3 		– Sell
-1,163,700
Closed -$71.8M – 1671
2019
Q2 		$71.8M Sell
1,163,700
-30,040
-3% -$1.8M 0.18% 129
2019
Q1 		$70.2M Sell
1,193,740
-108,000
-8% -$6.05M 0.18% 140
2018
Q4 		$68.2M Sell
1,301,740
-34,530
-3% -$1.9M 0.2% 120
2018
Q3 		$76.2M Buy
1,336,270
+1,200,330
+883% +$66.9M 0.19% 122
2018
Q2 		$7.22M Sell
135,940
-178,440
-57% -$9.39M 0.02% 667
2018
Q1 		$16.3M Sell
314,380
-42,650
-12% -$2.26M 0.04% 406
2017
Q4 		$18.8M Sell
357,030
-105,440
-23% -$5.47M 0.05% 365
2017
Q3 		$23.3M Hold
462,470
– – 0.07% 309
2017
Q2 		$22.6M Hold
462,470
– – 0.07% 306
2017
Q1 		$22.1M Buy
462,470
+60,000
+15% +$2.81M 0.07% 310
2016
Q4 		$18.2M Sell
402,470
-848,700
-68% -$37.9M 0.06% 342
2016
Q3 		$56.8M Buy
1,251,170
+149,900
+14% +$6.94M 0.19% 126
2016
Q2 		$50.9M Sell
1,101,270
-671,170
-38% -$29.8M 0.18% 132
2016
Q1 		$77.9M Sell
1,772,440
-14,560
-0.8% -$606K 0.28% 74
2015
Q4 		$74.7M Buy
1,787,000
+46,200
+3% +$1.92M 0.27% 86
2015
Q3 		$68.9M Buy
1,740,800
+851,900
+96% +$34.8M 0.26% 94
2015
Q2 		$35.8M Buy
888,900
+106,600
+14% +$4.41M 0.13% 200
2015
Q1 		$32.3M Buy
+782,300
New +$32.2M 0.11% 223

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

United Services Automobile Association's USMV Position: Q3 2019 in Review

United Services Automobile Association sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2019, closing a stake of 1,163,700 shares — an estimated $71.8M sold.

United Services Automobile Association first reported a position in USMV in Q1 2015 and held it in 18 quarters. The position peaked at $77.9M in Q1 2016. 765 funds tracked by Wall St. Rank hold USMV as of Q3 2019.

  • United Services Automobile Association reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
  • United Services Automobile Association sold 1,163,700 iShares MSCI USA Min Vol Factor ETF shares in Q3 2019, an estimated $71.8M.
  • United Services Automobile Association first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2015 and held it in 18 quarters.
  • United Services Automobile Association's iShares MSCI USA Min Vol Factor ETF position peaked at $77.9M in Q1 2016.
  • 765 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.