BOK Financial Private Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

BOK Financial Private Wealth’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	$41.7K	Hold	450	–	–	﹤0.01%	285
2025 Q4	$42.4K	Hold	450	–	–	﹤0.01%	298
2025 Q3	$42.8K	Hold	450	–	–	﹤0.01%	260
2025 Q2	$42.2K	Hold	450	–	–	﹤0.01%	259
2025 Q1	$42.1K	Hold	450	–	–	﹤0.01%	276
2024 Q4	$40K	Hold	450	–	–	﹤0.01%	278
2024 Q3	$41.1K	Hold	450	–	–	﹤0.01%	280
2024 Q2	$37.8K	Hold	450	–	–	﹤0.01%	291
2024 Q1	$37.6K	Hold	450	–	–	﹤0.01%	281
2023 Q4	$35.1K	Sell	450 -210	-32%	-$15.7K	﹤0.01%	281
2023 Q3	$47.9K	Buy	+660	New	+$49.2K	﹤0.01%	230
2023 Q2	–	Sell	-123	Closed	-$8.95K	–	460
2023 Q1	$8.95K	Sell	123 -231	-65%	-$16.6K	﹤0.01%	344
2022 Q4	$25.5K	Sell	354 -2,545	-88%	-$181K	﹤0.01%	286
2022 Q3	$192K	Sell	2,899 -2,096	-42%	-$151K	0.02%	171
2022 Q2	$351K	Buy	+4,995	New	+$366K	0.03%	144
2021 Q1	–	Sell	-4,515	Closed	-$306K	–	203
2020 Q4	$306K	Buy	4,515 +152	+3%	+$10K	0.03%	151
2020 Q3	$278K	Sell	4,363 -637	-13%	-$40.4K	0.03%	146
2020 Q2	$303K	Hold	5,000	–	–	0.03%	140
2020 Q1	$270K	Sell	5,000 -487	-9%	-$30.9K	0.03%	150
2019 Q4	$360K	Buy	5,487 +487	+10%	+$31.3K	0.03%	141
2019 Q3	$321K	Sell	5,000 -38	-0.8%	-$2.41K	0.04%	93
2019 Q2	$311K	Hold	5,038	–	–	0.05%	88
2019 Q1	$296K	Hold	5,038	–	–	0.04%	84
2018 Q4	$264K	Hold	5,038	–	–	0.04%	96
2018 Q3	$287K	Sell	5,038 -109	-2%	-$6.07K	0.05%	78
2018 Q2	$274K	Sell	5,147 -227	-4%	-$11.9K	0.04%	79
2018 Q1	$279K	Sell	5,374 -49	-0.9%	-$2.59K	0.05%	88
2017 Q4	$286K	Hold	5,423	–	–	0.05%	93
2017 Q3	$273K	Sell	5,423 -2,848	-34%	-$142K	0.04%	94
2017 Q2	$405K	Sell	8,271 -3,027	-27%	-$147K	0.06%	79
2017 Q1	$539K	Buy	11,298 +40	+0.4%	+$1.87K	0.08%	72
2016 Q4	$509K	Sell	11,258 -3,661	-25%	-$163K	0.08%	75
2016 Q3	$678K	Buy	+14,919	New	+$690K	0.1%	65

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

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

BOK Financial Private Wealth's USMV Position: Q1 2026 in Review

BOK Financial Private Wealth held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 450 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

BOK Financial Private Wealth first reported a position in USMV in Q3 2016 and has held it in 33 quarters since. The position peaked at $678K in Q3 2016. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

BOK Financial Private Wealth held 450 shares of iShares MSCI USA Min Vol Factor ETF worth $41.7K as of Q1 2026.
BOK Financial Private Wealth left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #285 holding.
BOK Financial Private Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2016 and has held it in 33 quarters since.
BOK Financial Private Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $678K in Q3 2016.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.