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

Bridgewater Advisors’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	$239K	Hold	2,530	–	–	0.01%	407
2025 Q4	$239K	Hold	2,530	–	–	0.02%	406
2025 Q3	$234K	Hold	2,530	–	–	0.02%	398
2025 Q2	$237K	Hold	2,530	–	–	0.02%	392
2025 Q1	$232K	Buy	+2,530	New	+$233K	0.02%	368
2022 Q1	–	Sell	-2,530	Closed	-$205K	–	252
2021 Q4	$205K	Buy	+2,530	New	+$196K	0.05%	236

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 $5.28B AUM 21.66% 1-Year Est. Return

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

Bridgewater Advisors's USMV Position: Q1 2026 in Review

Bridgewater Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 2,530 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #407.

Bridgewater Advisors first reported a position in USMV in Q4 2021 and has held it in 6 quarters since. The position peaked at $239K in Q4 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Bridgewater Advisors held 2,530 shares of iShares MSCI USA Min Vol Factor ETF worth $239K as of Q1 2026.
Bridgewater Advisors 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 Bridgewater Advisors's portfolio in Q1 2026, its #407 holding.
Bridgewater Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 6 quarters since.
Bridgewater Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $239K in Q4 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.