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

Zions Bancorporation’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 Q3	–	Sell	-2,305	Closed	-$162K	–	1080
2022 Q2	$162K	Hold	2,305	–	–	0.02%	329
2022 Q1	$179K	Hold	2,305	–	–	0.02%	335
2021 Q4	$186K	Hold	2,305	–	–	0.02%	311
2021 Q3	$169K	Hold	2,305	–	–	0.02%	308
2021 Q2	$170K	Buy	+2,305	New	+$167K	0.02%	304
2021 Q1	–	Sell	-161	Closed	-$11K	–	991
2020 Q4	$11K	Hold	161	–	–	﹤0.01%	666
2020 Q3	$10K	Sell	161 -161	-50%	-$10.2K	﹤0.01%	678
2020 Q2	$20K	Buy	+322	New	+$19.1K	﹤0.01%	495

Other funds holding USMV

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Zions Bancorporation's USMV Position: Q3 2022 in Review

Zions Bancorporation sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2022, closing a stake of 2,305 shares — an estimated $162K sold.

Zions Bancorporation first reported a position in USMV in Q2 2020 and held it in 8 quarters. The position peaked at $186K in Q4 2021. 1,062 funds tracked by Wall St. Rank hold USMV as of Q3 2022.

Zions Bancorporation reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
Zions Bancorporation sold 2,305 iShares MSCI USA Min Vol Factor ETF shares in Q3 2022, an estimated $162K.
Zions Bancorporation first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and held it in 8 quarters.
Zions Bancorporation's iShares MSCI USA Min Vol Factor ETF position peaked at $186K in Q4 2021.
1,062 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2022.

Based on Zions Bancorporation's 13F filing for Q3 2022, filed 8 Nov 2022.