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

Barclays’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 		$36.3M Sell
391,430
-138,229
-26% -$13.1M 0.01% 845
2025
Q4 		$49.9M Buy
529,659
+29,388
+6% +$2.77M 0.01% 779
2025
Q3 		$47.6M Buy
500,271
+352,366
+238% +$33M 0.01% 799
2025
Q2 		$13.9M Buy
147,905
+23,928
+19% +$2.2M ﹤0.01% 1342
2025
Q1 		$11.6M Sell
123,977
-307,085
-71% -$28.3M ﹤0.01% 1303
2024
Q4 		$38.3M Buy
431,062
+57,916
+16% +$5.31M 0.01% 786
2024
Q3 		$34.1M Sell
373,146
-275,128
-42% -$24.3M 0.01% 819
2024
Q2 		$54.4M Buy
648,274
+9,808
+2% +$808K 0.02% 591
2024
Q1 		$53.4M Buy
638,466
+335,235
+111% +$27M 0.02% 593
2023
Q4 		$23.7M Buy
303,231
+110,934
+58% +$8.28M 0.01% 981
2023
Q3 		$13.9M Sell
192,297
-58,235
-23% -$4.34M 0.01% 870
2023
Q2 		$18.6M Buy
250,532
+65,233
+35% +$4.77M 0.01% 751
2023
Q1 		$13.5M Buy
185,299
+116,874
+171% +$8.4M 0.01% 1039
2022
Q4 		$4.93M Buy
68,425
+2,587
+4% +$184K ﹤0.01% 1644
2022
Q3 		$4.35M Buy
65,838
+27,762
+73% +$2M ﹤0.01% 1248
2022
Q2 		$2.67M Buy
+38,076
New +$2.79M ﹤0.01% 1659
2021
Q3 		– Sell
-32,534
Closed -$2.4M – 5029
2021
Q2 		$2.4M Sell
32,534
-297,113
-90% -$21.5M ﹤0.01% 2076
2021
Q1 		$22.8M Buy
+329,647
New +$22.3M 0.01% 747
2019
Q4 		– Sell
-98,790
Closed -$6.33M – 6839
2019
Q3 		$6.33M Buy
98,790
+67,103
+212% +$4.25M ﹤0.01% 1647
2019
Q2 		$1.96M Buy
31,687
+19,979
+171% +$1.2M ﹤0.01% 2949
2019
Q1 		$688K Sell
11,708
-2,900
-20% -$162K ﹤0.01% 3816
2018
Q4 		$765K Buy
14,608
+13,899
+1,960% +$764K ﹤0.01% 3399
2018
Q3 		$40K Buy
+709
New +$39.5K ﹤0.01% 6200

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

Barclays's USMV Position: Q1 2026 in Review

Barclays reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 26% in Q1 2026, selling an estimated $13.1M and leaving 391,430 shares worth $36.3M. The position accounts for 0.01% of the portfolio, ranked #845.

Barclays first reported a position in USMV in Q3 2018 and has held it in 23 quarters since. The position peaked at $54.4M in Q2 2024. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Barclays held 391,430 shares of iShares MSCI USA Min Vol Factor ETF worth $36.3M as of Q1 2026.
  • Barclays sold 138,229 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $13.1M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Barclays's portfolio in Q1 2026, its #845 holding.
  • Barclays first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2018 and has held it in 23 quarters since.
  • Barclays's iShares MSCI USA Min Vol Factor ETF position peaked at $54.4M in Q2 2024.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

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