Ameriprise
USMV icon

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

Ameriprise’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
2026
Q1 		$227M Sell
2,443,495
-364,649
-13% -$34.6M 0.05% 342
2025
Q4 		$264M Buy
2,808,144
+217,072
+8% +$20.4M 0.06% 306
2025
Q3 		$247M Sell
2,591,072
-301,768
-10% -$28.3M 0.06% 317
2025
Q2 		$272M Buy
2,892,840
+452,184
+19% +$41.6M 0.07% 291
2025
Q1 		$229M Buy
2,440,656
+235,117
+11% +$21.6M 0.06% 297
2024
Q4 		$196M Sell
2,205,539
-104,079
-5% -$9.55M 0.05% 349
2024
Q3 		$211M Sell
2,309,618
-247,046
-10% -$21.8M 0.05% 333
2024
Q2 		$215M Sell
2,556,664
-64,006
-2% -$5.27M 0.06% 317
2024
Q1 		$219M Sell
2,620,670
-1,616,641
-38% -$130M 0.06% 319
2023
Q4 		$331M Sell
4,237,311
-76,264
-2% -$5.69M 0.1% 223
2023
Q3 		$312M Sell
4,313,575
-567,889
-12% -$42.3M 0.1% 205
2023
Q2 		$363M Buy
4,881,464
+116,394
+2% +$8.51M 0.11% 199
2023
Q1 		$347M Buy
4,765,070
+542
+0% +$39K 0.11% 198
2022
Q4 		$345M Sell
4,764,528
-208,956
-4% -$14.9M 0.12% 190
2022
Q3 		$329M Sell
4,973,484
-47,522
-0.9% -$3.43M 0.12% 192
2022
Q2 		$353M Sell
5,021,006
-212,940
-4% -$15.6M 0.12% 179
2022
Q1 		$406M Buy
5,233,946
+13,784
+0.3% +$1.04M 0.12% 181
2021
Q4 		$422M Sell
5,220,162
-540,804
-9% -$41.9M 0.12% 183
2021
Q3 		$423M Sell
5,760,966
-678,106
-11% -$51.7M 0.14% 164
2021
Q2 		$474M Buy
6,439,072
+659,871
+11% +$47.7M 0.15% 146
2021
Q1 		$403M Sell
5,779,201
-2,886,347
-33% -$195M 0.13% 167
2020
Q4 		$589M Sell
8,665,548
-582,814
-6% -$38.4M 0.21% 101
2020
Q3 		$590M Sell
9,248,362
-1,165,734
-11% -$74M 0.24% 86
2020
Q2 		$636M Sell
10,414,096
-1,456,842
-12% -$86.5M 0.27% 77
2020
Q1 		$640M Sell
11,870,938
-181,245
-2% -$11.5M 0.34% 59
2019
Q4 		$789M Buy
12,052,183
+384,774
+3% +$24.7M 0.33% 57
2019
Q3 		$747M Buy
11,667,409
+1,816,283
+18% +$115M 0.33% 55
2019
Q2 		$609M Buy
9,851,126
+936,585
+11% +$56.2M 0.27% 73
2019
Q1 		$523M Buy
8,914,541
+2,784,183
+45% +$156M 0.24% 76
2018
Q4 		$321M Buy
6,130,358
+1,678,361
+38% +$92.3M 0.16% 137
2018
Q3 		$255M Buy
4,451,997
+104,833
+2% +$5.84M 0.09% 242
2018
Q2 		$231M Buy
4,347,164
+223,792
+5% +$11.8M 0.1% 204
2018
Q1 		$214M Sell
4,123,372
-382,817
-8% -$20.3M 0.1% 215
2017
Q4 		$238M Buy
4,506,189
+149,136
+3% +$7.74M 0.11% 197
2017
Q3 		$220M Buy
4,357,053
+386,027
+10% +$19.3M 0.1% 211
2017
Q2 		$193M Buy
3,971,026
+638,562
+19% +$31.1M 0.1% 222
2017
Q1 		$159M Sell
3,332,464
-647,226
-16% -$30.3M 0.08% 255
2016
Q4 		$180M Sell
3,979,690
-366,523
-8% -$16.4M 0.1% 214
2016
Q3 		$196M Sell
4,346,213
-951,903
-18% -$44.1M 0.11% 191
2016
Q2 		$245M Buy
5,298,116
+763,042
+17% +$33.9M 0.14% 152
2016
Q1 		$200M Buy
4,535,074
+1,003,597
+28% +$41.8M 0.12% 181
2015
Q4 		$148M Sell
3,531,477
-1,347,725
-28% -$56.1M 0.09% 221
2015
Q3 		$193M Buy
4,879,202
+555,654
+13% +$22.7M 0.12% 168
2015
Q2 		$174M Buy
4,323,548
+483,449
+13% +$20M 0.1% 203
2015
Q1 		$159M Buy
3,840,099
+699,144
+22% +$28.8M 0.09% 229
2014
Q4 		$127M Buy
3,140,955
+561,775
+22% +$22.1M 0.07% 270
2014
Q3 		$97.1M Buy
2,579,180
+513,044
+25% +$19.3M 0.06% 321
2014
Q2 		$76.8M Buy
2,066,136
+691,415
+50% +$25.3M 0.05% 385
2014
Q1 		$49.5M Buy
1,374,721
+681,484
+98% +$24.1M 0.03% 536
2013
Q4 		$24.6M Buy
693,237
+439,368
+173% +$15.2M 0.01% 876
2013
Q3 		$8.44M Buy
253,869
+38,797
+18% +$1.3M 0.01% 1584
2013
Q2 		$7.55M Buy
+215,072
New +$7.15M 0.01% 1620

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise's USMV Position: Q1 2026 in Review

Ameriprise reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 13% in Q1 2026, selling an estimated $34.6M and leaving 2,443,495 shares worth $227M. The position accounts for 0.05% of the portfolio, ranked #342.

Ameriprise first reported a position in USMV in Q2 2013 and has held it in 52 quarters since. The position peaked at $789M in Q4 2019. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Ameriprise held 2,443,495 shares of iShares MSCI USA Min Vol Factor ETF worth $227M as of Q1 2026.
  • Ameriprise sold 364,649 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $34.6M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of Ameriprise's portfolio in Q1 2026, its #342 holding.
  • Ameriprise first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 52 quarters since.
  • Ameriprise's iShares MSCI USA Min Vol Factor ETF position peaked at $789M in Q4 2019.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.