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Associated Banc-Corp’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Associated Banc-Corp’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 		$363K Sell
3,912
-2,263
-37% -$215K 0.01% 273
2025
Q4 		$581K Hold
6,175
– – 0.01% 231
2025
Q3 		$587K Hold
6,175
– – 0.02% 235
2025
Q2 		$580K Hold
6,175
– – 0.02% 225
2025
Q1 		$578K Hold
6,175
– – 0.02% 229
2024
Q4 		$548K Hold
6,175
– – 0.02% 228
2024
Q3 		$564K Hold
6,175
– – 0.02% 235
2024
Q2 		$518K Hold
6,175
– – 0.02% 237
2024
Q1 		$516K Hold
6,175
– – 0.02% 233
2023
Q4 		$482K Hold
6,175
– – 0.02% 235
2023
Q3 		$447K Hold
6,175
– – 0.02% 237
2023
Q2 		$459K Hold
6,175
– – 0.02% 236
2023
Q1 		$449K Hold
6,175
– – 0.02% 235
2022
Q4 		$445K Hold
6,175
– – 0.02% 236
2022
Q3 		$408K Hold
6,175
– – 0.02% 235
2022
Q2 		$434K Hold
6,175
– – 0.02% 236
2022
Q1 		$479K Hold
6,175
– – 0.02% 243
2021
Q4 		$500K Hold
6,175
– – 0.02% 237
2021
Q3 		$454K Hold
6,175
– – 0.02% 240
2021
Q2 		$455K Buy
6,175
+1,696
+38% +$123K 0.02% 242
2021
Q1 		$242K Buy
4,479
+150
+3% +$10.1K 0.02% 260
2020
Q4 		$294K Sell
4,329
-326
-7% -$21.5K 0.01% 321
2020
Q3 		$297K Buy
4,655
+326
+8% +$20.7K 0.01% 299
2020
Q2 		$262K Sell
4,329
-150
-3% -$8.9K 0.01% 315
2020
Q1 		$242K Buy
4,479
+317
+8% +$20.1K 0.01% 306
2019
Q4 		$273K Hold
4,162
– – 0.01% 267
2019
Q3 		$267K Buy
+4,162
New +$264K 0.01% 262

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

Associated Banc-Corp's USMV Position: Q1 2026 in Review

Associated Banc-Corp reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 37% in Q1 2026, selling an estimated $215K and leaving 3,912 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #273.

Associated Banc-Corp first reported a position in USMV in Q3 2019 and has held it in 27 quarters since. The position peaked at $587K in Q3 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Associated Banc-Corp held 3,912 shares of iShares MSCI USA Min Vol Factor ETF worth $363K as of Q1 2026.
  • Associated Banc-Corp sold 2,263 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $215K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Associated Banc-Corp's portfolio in Q1 2026, its #273 holding.
  • Associated Banc-Corp first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and has held it in 27 quarters since.
  • Associated Banc-Corp's iShares MSCI USA Min Vol Factor ETF position peaked at $587K in Q3 2025.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Associated Banc-Corp's 13F filing for Q1 2026, filed 1 May 2026.