BOK Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.01M | Buy |
51,914
+3,712
| +8% | +$352K | 0.07% | 200 |
|
|
2026
Q1 | $4.47M | Buy |
48,202
+11,990
| +33% | +$1.14M | 0.07% | 214 |
|
|
2025
Q4 | $3.41M | Buy |
36,212
+35,573
| +5,567% | +$3.35M | 0.05% | 242 |
|
|
2025
Q3 | $60.8K | Hold |
639
| – | – | ﹤0.01% | 821 |
|
|
2025
Q2 | $60K | Hold |
639
| – | – | ﹤0.01% | 806 |
|
|
2025
Q1 | $59.8K | Hold |
639
| – | – | ﹤0.01% | 809 |
|
|
2024
Q4 | $56K | Sell |
639
-1,716
| -73% | -$157K | ﹤0.01% | 803 |
|
|
2024
Q3 | $214K | Hold |
2,355
| – | – | ﹤0.01% | 690 |
|
|
2024
Q2 | $198K | Sell |
2,355
-20
| -0.8% | -$1.65K | ﹤0.01% | 754 |
|
|
2024
Q1 | $198K | Sell |
2,375
-20
| -0.8% | -$1.61K | ﹤0.01% | 720 |
|
|
2023
Q4 | $187K | Buy |
2,395
+1,715
| +252% | +$128K | ﹤0.01% | 669 |
|
|
2023
Q3 | $48.8K | Sell |
680
-291
| -30% | -$21.7K | ﹤0.01% | 768 |
|
|
2023
Q2 | $72.2K | Buy |
971
+108
| +13% | +$7.89K | ﹤0.01% | 765 |
|
|
2023
Q1 | $62.8K | Sell |
863
-6,137
| -88% | -$441K | ﹤0.01% | 813 |
|
|
2022
Q4 | $505K | Buy |
7,000
+108
| +2% | +$7.68K | 0.01% | 672 |
|
|
2022
Q3 | $456K | Sell |
6,892
-944
| -12% | -$68.1K | 0.01% | 680 |
|
|
2022
Q2 | $550K | Buy |
7,836
+13
| +0.2% | +$952 | 0.01% | 661 |
|
|
2022
Q1 | $607K | Buy |
7,823
+44
| +0.6% | +$3.33K | 0.01% | 697 |
|
|
2021
Q4 | $630K | Sell |
7,779
-4,650
| -37% | -$360K | 0.01% | 685 |
|
|
2021
Q3 | $913K | Buy |
+12,429
| New | +$947K | 0.02% | 592 |
|
|
2021
Q1 | $540K | Sell |
7,804
-1,534
| -16% | -$104K | 0.01% | 673 |
|
|
2020
Q4 | $634K | Sell |
9,338
-813
| -8% | -$53.5K | 0.01% | 622 |
|
|
2020
Q3 | $647K | Sell |
10,151
-973
| -9% | -$61.7K | 0.01% | 557 |
|
|
2020
Q2 | $674K | Sell |
11,124
-74
| -0.7% | -$4.39K | 0.02% | 542 |
|
|
2020
Q1 | $605K | Buy |
11,198
+3,023
| +37% | +$192K | 0.02% | 531 |
|
|
2019
Q4 | $536K | Sell |
8,175
-127
| -2% | -$8.16K | 0.01% | 687 |
|
|
2019
Q3 | $532K | Buy |
8,302
+231
| +3% | +$14.6K | 0.01% | 661 |
|
|
2019
Q2 | $498K | Buy |
8,071
+2,618
| +48% | +$157K | 0.01% | 669 |
|
|
2019
Q1 | $321K | Buy |
5,453
+1,233
| +29% | +$69.1K | 0.01% | 766 |
|
|
2018
Q4 | $221K | Buy |
4,220
+194
| +5% | +$10.7K | 0.01% | 803 |
|
|
2018
Q3 | $230K | Sell |
4,026
-1,365
| -25% | -$76.1K | 0.01% | 852 |
|
|
2018
Q2 | $286K | Sell |
5,391
-267
| -5% | -$14K | 0.01% | 809 |
|
|
2018
Q1 | $294K | Buy |
5,658
+1,264
| +29% | +$66.9K | 0.01% | 781 |
|
|
2017
Q4 | $232K | Hold |
4,394
| – | – | 0.01% | 836 |
|
|
2017
Q3 | $221K | Sell |
4,394
-190
| -4% | -$9.47K | 0.01% | 854 |
|
|
2017
Q2 | $224K | Buy |
+4,584
| New | +$223K | 0.01% | 810 |
|
Other funds holding USMV
CCA
MRC
BOK Financial's USMV Position: Q2 2026 in Review
BOK Financial increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7.7% in Q2 2026, buying an estimated $352K and bringing the position to 51,914 shares worth $5.01M. The position accounts for 0.07% of the portfolio, ranked #200.
BOK Financial first reported a position in USMV in Q2 2017 and has held it in 36 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.
- BOK Financial held 51,914 shares of iShares MSCI USA Min Vol Factor ETF worth $5.01M as of Q2 2026.
- BOK Financial bought 3,712 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $352K.
- iShares MSCI USA Min Vol Factor ETF made up 0.07% of BOK Financial's portfolio in Q2 2026, its #200 holding.
- BOK Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2017 and has held it in 36 quarters since.
- 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.
Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.