Zurich Insurance Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Zurich Insurance Group’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
2020 Q1	–	Sell	-21,223	Closed	-$1.39M	–	250
2019 Q4	$1.39M	Sell	21,223 -4,158	-16%	-$267K	0.03%	165
2019 Q3	$1.63M	Buy	25,381 +12,727	+101%	+$806K	0.03%	407
2019 Q2	$781K	Buy	12,654 +2,479	+24%	+$149K	0.02%	394
2019 Q1	$598K	Sell	10,175 -40,438	-80%	-$2.27M	0.01%	377
2018 Q4	$2.63M	Buy	50,613 +30,135	+147%	+$1.66M	0.06%	236
2018 Q3	$1.17M	Buy	+20,478	New	+$1.14M	0.02%	348

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Zurich Insurance Group's USMV Position: Q1 2020 in Review

Zurich Insurance Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2020, closing a stake of 21,223 shares — an estimated $1.39M sold.

Zurich Insurance Group first reported a position in USMV in Q3 2018 and held it in 6 quarters. The position peaked at $2.63M in Q4 2018. 879 funds tracked by Wall St. Rank hold USMV as of Q1 2020.

Zurich Insurance Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Zurich Insurance Group sold 21,223 iShares MSCI USA Min Vol Factor ETF shares in Q1 2020, an estimated $1.39M.
Zurich Insurance Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2018 and held it in 6 quarters.
Zurich Insurance Group's iShares MSCI USA Min Vol Factor ETF position peaked at $2.63M in Q4 2018.
879 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2020.

Based on Zurich Insurance Group's 13F filing for Q1 2020, filed 15 May 2020.