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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘24
USMV icon
1
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
397 661 264 18.3%
EFA icon
2
iShares MSCI EAFE ETF
EFA
$78.7B
339 824 485 33.4%
FLEX icon
3
Flex
FLEX
$42.3B
310 354 44 300%
EEM icon
4
iShares MSCI Emerging Markets ETF
EEM
$32.1B
301 602 301 68.2%
TIP icon
5
iShares TIPS Bond ETF
TIP
$14.6B
272 539 267 1.72%
CVS icon
6
CVS Health
CVS
$111B
263 1,046 783 9.2%
BA icon
7
Boeing
BA
$156B
249 1,012 763 2.45%
GLD icon
8
SPDR Gold Trust
GLD
$148B
235 820 585 94.5%
DD icon
9
DuPont de Nemours
DD
$17.8B
214 597 383 36.9%
IWF icon
10
iShares Russell 1000 Growth ETF
IWF
$129B
210 792 582 50.4%
EFV icon
11
iShares MSCI EAFE Value ETF
EFV
$31.6B
207 451 244 49.6%
LOW icon
12
Lowe's Companies
LOW
$110B
206 1,072 866 23%
ESGU icon
13
iShares ESG Aware MSCI USA ETF
ESGU
$18.2B
203 387 184 47.2%
SDY icon
14
State Street SPDR S&P Dividend ETF
SDY
$20.9B
201 493 292 14.2%
VLTO icon
15
Veralto
VLTO
$23.4B
190 459 269 8.04%
IWD icon
16
iShares Russell 1000 Value ETF
IWD
$82.3B
180 628 448 41.1%
MPC icon
17
Marathon Petroleum
MPC
$109B
168 654 486 93.4%
EMR icon
18
Emerson Electric
EMR
$86B
161 794 633 35.9%
OEF icon
19
iShares S&P 100 ETF
OEF
$20.6B
161 316 155 56.4%
CL icon
20
Colgate-Palmolive
CL
$69.4B
150 716 566 3.33%
DIS icon
21
Walt Disney
DIS
$179B
146 1,347 1,201 15.2%
DVY icon
22
iShares Select Dividend ETF
DVY
$22.7B
145 501 356 26.8%
FDX icon
23
FedEx
FDX
$70B
144 719 575 2.14%
CMI icon
24
Cummins
CMI
$72.4B
142 579 437 78.6%
IEMG icon
25
iShares Core MSCI Emerging Markets ETF
IEMG
$166B
138 753 615 62.6%