Bank of America
USMV icon

Bank of America’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bank of America’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
2022
Q3 		– Sell
-500
Closed -$35K – 8215
2022
Q2 		$35K Buy
+500
New +$36.6K ﹤0.01% 6986
2022
Q1 		– Sell
-1,100
Closed -$89K – 8787
2021
Q4 		$89K Buy
+1,100
New +$85.2K ﹤0.01% 6932

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America's USMV Position: Q1 2026 in Review

Bank of America reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.9% in Q1 2026, selling an estimated $23.6M and leaving 12,775,026 shares worth $1.18B. The position accounts for 0.09% of the portfolio, ranked #222.

Bank of America first reported a position in USMV in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.06B in Q2 2023. 1,360 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Bank of America held 12,775,026 shares of iShares MSCI USA Min Vol Factor ETF worth $1.18B as of Q1 2026.
  • Bank of America sold 248,432 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $23.6M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.09% of Bank of America's portfolio in Q1 2026, its #222 holding.
  • Bank of America first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's iShares MSCI USA Min Vol Factor ETF position peaked at $3.06B in Q2 2023.
  • 1,360 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.