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

Bessemer 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 Q2	$676K	Sell	7,006 -1,310	-16%	-$124K	﹤0.01%	1089
2026 Q1	$771K	Buy	8,316 +180	+2%	+$17.1K	﹤0.01%	1010
2025 Q4	$766K	Sell	8,136 -3,569	-30%	-$336K	﹤0.01%	1025
2025 Q3	$1.11M	Sell	11,705 -5,081	-30%	-$476K	﹤0.01%	626
2025 Q2	$1.58M	Buy	16,786 +3,085	+23%	+$284K	﹤0.01%	519
2025 Q1	$1.28M	Sell	13,701 -142	-1%	-$13.1K	﹤0.01%	605
2024 Q4	$1.23M	Buy	13,843 +4,673	+51%	+$429K	﹤0.01%	732
2024 Q3	$837K	Buy	9,170 +1,347	+17%	+$119K	﹤0.01%	809
2024 Q2	$657K	Sell	7,823 -187	-2%	-$15.4K	﹤0.01%	754
2024 Q1	$670K	Sell	8,010 -20	-0.2%	-$1.61K	﹤0.01%	746
2023 Q4	$627K	Hold	8,030	–	–	﹤0.01%	758
2023 Q3	$582K	Sell	8,030 -153	-2%	-$11.4K	﹤0.01%	758
2023 Q2	$609K	Sell	8,183 -299	-4%	-$21.9K	﹤0.01%	754
2023 Q1	$617K	Buy	8,482 +3,387	+66%	+$243K	﹤0.01%	690
2022 Q4	$368K	Buy	5,095 +65	+1%	+$4.63K	﹤0.01%	781
2022 Q3	$332K	Sell	5,030 -420	-8%	-$30.3K	﹤0.01%	812
2022 Q2	$383K	Hold	5,450	–	–	﹤0.01%	767
2022 Q1	$423K	Sell	5,450 -4,312	-44%	-$326K	﹤0.01%	673
2021 Q4	$790K	Buy	9,762 +4,432	+83%	+$343K	﹤0.01%	512
2021 Q3	$392K	Buy	5,330 +450	+9%	+$34.3K	﹤0.01%	625
2021 Q2	$359K	Hold	4,880	–	–	﹤0.01%	650
2021 Q1	$338K	Sell	4,880 -750	-13%	-$50.7K	﹤0.01%	633
2020 Q4	$382K	Sell	5,630 -20,162	-78%	-$1.33M	﹤0.01%	590
2020 Q3	$1.64M	Sell	25,792 -181,104	-88%	-$11.5M	﹤0.01%	345
2020 Q2	$12.5M	Sell	206,896 -24,940	-11%	-$1.48M	0.04%	231
2020 Q1	$12.5M	Buy	231,836 +14,710	+7%	+$933K	0.05%	216
2019 Q4	$14.2M	Buy	217,126 +188,349	+655%	+$12.1M	0.05%	237
2019 Q3	$1.84M	Sell	28,777 -3,854	-12%	-$244K	0.01%	537
2019 Q2	$2.01M	Buy	32,631 +2,601	+9%	+$156K	0.01%	529
2019 Q1	$1.77M	Buy	30,030 +22,750	+313%	+$1.27M	0.01%	494
2018 Q4	$381K	Hold	7,280	–	–	﹤0.01%	817
2018 Q3	$415K	Hold	7,280	–	–	﹤0.01%	809
2018 Q2	$387K	Hold	7,280	–	–	﹤0.01%	839
2018 Q1	$378K	Sell	7,280 -860,000	-99%	-$45.5M	﹤0.01%	870
2017 Q4	$45.8M	Buy	867,280 +170,000	+24%	+$8.82M	0.18%	123
2017 Q3	$35.1M	Buy	697,280 +205,000	+42%	+$10.2M	0.14%	136
2017 Q2	$24.1M	Sell	492,280 -245,757	-33%	-$12M	0.1%	140
2017 Q1	$35.2M	Buy	738,037 +305,427	+71%	+$14.3M	0.15%	132
2016 Q4	$19.6M	Buy	432,610 +419,830	+3,285%	+$18.7M	0.09%	159
2016 Q3	$581K	Sell	12,780 -4,493	-26%	-$208K	﹤0.01%	735
2016 Q2	$799K	Hold	17,273	–	–	﹤0.01%	486
2016 Q1	$758K	Buy	17,273 +3,993	+30%	+$166K	﹤0.01%	498
2015 Q4	$555K	Buy	+13,280	New	+$553K	﹤0.01%	611
2013 Q3	–	Sell	-4,200	Closed	-$137K	–	1376
2013 Q2	$137K	Buy	+4,200	New	+$140K	﹤0.01%	610

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bessemer Group's USMV Position: Q2 2026 in Review

Bessemer Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 16% in Q2 2026, selling an estimated $124K and leaving 7,006 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Bessemer Group first reported a position in USMV in Q2 2013 and has held it in 44 quarters since. The position peaked at $45.8M in Q4 2017. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Bessemer Group held 7,006 shares of iShares MSCI USA Min Vol Factor ETF worth $676K as of Q2 2026.
Bessemer Group sold 1,310 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $124K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1089 holding.
Bessemer Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 44 quarters since.
Bessemer Group's iShares MSCI USA Min Vol Factor ETF position peaked at $45.8M in Q4 2017.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.