Baird Financial Group
USMV icon

Baird Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Baird Financial 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
2026
Q1 		$8.08M Sell
87,132
-13,274
-13% -$1.26M 0.01% 614
2025
Q4 		$9.45M Sell
100,406
-1,677
-2% -$158K 0.01% 552
2025
Q3 		$9.71M Sell
102,083
-43,665
-30% -$4.09M 0.02% 550
2025
Q2 		$13.7M Buy
145,748
+8,482
+6% +$780K 0.02% 452
2025
Q1 		$12.9M Sell
137,266
-6,489
-5% -$597K 0.02% 459
2024
Q4 		$12.8M Buy
143,755
+5,401
+4% +$495K 0.02% 446
2024
Q3 		$12.6M Sell
138,354
-7,270
-5% -$641K 0.02% 448
2024
Q2 		$12.2M Sell
145,624
-2,890
-2% -$238K 0.03% 430
2024
Q1 		$12.4M Sell
148,514
-11,568
-7% -$933K 0.03% 424
2023
Q4 		$12.5M Buy
160,082
+7,677
+5% +$573K 0.03% 419
2023
Q3 		$11M Sell
152,405
-10,926
-7% -$815K 0.03% 407
2023
Q2 		$12.1M Sell
163,331
-58,016
-26% -$4.24M 0.03% 401
2023
Q1 		$16.1M Buy
221,347
+18,916
+9% +$1.36M 0.04% 339
2022
Q4 		$14.6M Sell
202,431
-13,160
-6% -$936K 0.04% 357
2022
Q3 		$14.3M Sell
215,591
-7,553
-3% -$545K 0.04% 344
2022
Q2 		$15.7M Sell
223,144
-12,377
-5% -$906K 0.04% 349
2022
Q1 		$18.3M Sell
235,521
-38,096
-14% -$2.88M 0.05% 330
2021
Q4 		$22.1M Sell
273,617
-14,029
-5% -$1.09M 0.05% 300
2021
Q3 		$21.1M Sell
287,646
-86,151
-23% -$6.56M 0.05% 293
2021
Q2 		$27.5M Sell
373,797
-51,185
-12% -$3.7M 0.07% 251
2021
Q1 		$29.4M Sell
424,982
-288,200
-40% -$19.5M 0.08% 232
2020
Q4 		$48.4M Sell
713,182
-12,641
-2% -$832K 0.14% 172
2020
Q3 		$46.3M Sell
725,823
-33,755
-4% -$2.14M 0.16% 163
2020
Q2 		$46.1M Sell
759,578
-41,175
-5% -$2.44M 0.17% 150
2020
Q1 		$43.2M Sell
800,753
-67,770
-8% -$4.3M 0.2% 131
2019
Q4 		$57M Sell
868,523
-19,870
-2% -$1.28M 0.2% 123
2019
Q3 		$56.9M Buy
888,393
+43,884
+5% +$2.78M 0.22% 117
2019
Q2 		$52.1M Buy
844,509
+638,617
+310% +$38.3M 0.2% 128
2019
Q1 		$12.1M Buy
205,892
+39,481
+24% +$2.21M 0.07% 285
2018
Q4 		$8.72M Buy
166,411
+29,176
+21% +$1.6M 0.06% 318
2018
Q3 		$7.83M Buy
137,235
+11,080
+9% +$617K 0.05% 345
2018
Q2 		$6.71M Buy
126,155
+5,665
+5% +$298K 0.05% 367
2018
Q1 		$6.26M Buy
120,490
+12,835
+12% +$679K 0.04% 383
2017
Q4 		$5.68M Buy
107,655
+4,330
+4% +$225K 0.04% 395
2017
Q3 		$5.2M Buy
103,325
+5,125
+5% +$256K 0.04% 410
2017
Q2 		$4.8M Buy
98,200
+33,109
+51% +$1.61M 0.04% 416
2017
Q1 		$3.11M Sell
65,091
-46,968
-42% -$2.2M 0.03% 490
2016
Q4 		$5.07M Sell
112,059
-15,693
-12% -$700K 0.04% 368
2016
Q3 		$5.8M Sell
127,752
-10,262
-7% -$475K 0.05% 335
2016
Q2 		$6.42M Buy
138,014
+26,890
+24% +$1.19M 0.06% 312
2016
Q1 		$4.88M Buy
111,124
+82,841
+293% +$3.45M 0.05% 355
2015
Q4 		$1.18M Buy
28,283
+1,420
+5% +$59.2K 0.01% 647
2015
Q3 		$1.06M Buy
+26,863
New +$1.1M 0.01% 683

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 $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group's USMV Position: Q1 2026 in Review

Baird Financial Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 13% in Q1 2026, selling an estimated $1.26M and leaving 87,132 shares worth $8.08M. The position accounts for 0.01% of the portfolio, ranked #614.

Baird Financial Group first reported a position in USMV in Q3 2015 and has held it in 43 quarters since. The position peaked at $57M in Q4 2019. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Baird Financial Group held 87,132 shares of iShares MSCI USA Min Vol Factor ETF worth $8.08M as of Q1 2026.
  • Baird Financial Group sold 13,274 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $1.26M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #614 holding.
  • Baird Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2015 and has held it in 43 quarters since.
  • Baird Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $57M in Q4 2019.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.