Bank Julius Baer & Co’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bank Julius Baer & Co’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	–	Sell	-5,703	Closed	-$537K	–	719
2025 Q4	$537K	Buy	+5,703	New	+$537K	﹤0.01%	419
2021 Q4	–	Sell	-1,125	Closed	-$83K	–	895
2021 Q3	$83K	Sell	1,125 -2	-0.2%	-$152	﹤0.01%	638
2021 Q2	$83K	Buy	1,127 +2	+0.2%	+$144	﹤0.01%	648
2021 Q1	$78K	Buy	1,125 +5	+0.4%	+$338	﹤0.01%	644
2020 Q4	$76K	Sell	1,120 -5	-0.4%	-$329	﹤0.01%	652
2020 Q3	$72K	Hold	1,125	–	–	﹤0.01%	583
2020 Q2	$68K	Buy	1,125 +2	+0.2%	+$119	﹤0.01%	545
2020 Q1	$61K	Buy	+1,123	New	+$71.2K	﹤0.01%	532

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank Julius Baer & Co's USMV Position: Q1 2026 in Review

Bank Julius Baer & Co sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 5,703 shares — an estimated $537K sold.

Bank Julius Baer & Co first reported a position in USMV in Q1 2020 and held it in 8 quarters. The position peaked at $537K in Q4 2025. 1,370 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Bank Julius Baer & Co reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Bank Julius Baer & Co sold 5,703 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $537K.
Bank Julius Baer & Co first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and held it in 8 quarters.
Bank Julius Baer & Co's iShares MSCI USA Min Vol Factor ETF position peaked at $537K in Q4 2025.
1,370 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.