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

Cambridge Associates’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
2025 Q1	–	Sell	-65,881	Closed	-$5.85M	–	51
2024 Q4	$5.85M	Hold	65,881	–	–	0.19%	33
2024 Q3	$6.01M	Hold	65,881	–	–	0.23%	36
2024 Q2	$5.53M	Hold	65,881	–	–	0.25%	32
2024 Q1	$5.51M	Hold	65,881	–	–	0.29%	31
2023 Q4	$5.13M	Hold	65,881	–	–	0.3%	35
2023 Q3	$4.77M	Buy	+65,881	New	+$4.91M	0.32%	29
2023 Q2	–	Sell	-59,435	Closed	-$4.2M	–	48
2023 Q1	$4.2M	Sell	59,435 -14,095	-19%	-$1.01M	0.33%	31
2022 Q4	$5.3M	Buy	+73,530	New	+$5.23M	0.41%	27
2022 Q3	–	Sell	-87,420	Closed	-$6.14M	–	46
2022 Q2	$6.14M	Buy	+87,420	New	+$6.4M	0.49%	28
2022 Q1	–	Sell	-87,420	Closed	-$7.07M	–	48
2021 Q4	$7.07M	Hold	87,420	–	–	0.53%	28
2021 Q3	$6.42M	Buy	+87,420	New	+$6.66M	0.56%	29
2021 Q2	–	Sell	-106,755	Closed	-$7.39M	–	48
2021 Q1	$7.39M	Hold	106,755	–	–	0.58%	26
2020 Q4	$7.25M	Hold	106,755	–	–	0.59%	28
2020 Q3	$6.8M	Buy	+106,755	New	+$6.77M	0.63%	25

Other funds holding USMV

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cambridge Associates's USMV Position: Q1 2025 in Review

Cambridge Associates sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 65,881 shares — an estimated $5.85M sold.

Cambridge Associates first reported a position in USMV in Q3 2020 and held it in 14 quarters. The position peaked at $7.39M in Q1 2021. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

Cambridge Associates reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
Cambridge Associates sold 65,881 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $5.85M.
Cambridge Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and held it in 14 quarters.
Cambridge Associates's iShares MSCI USA Min Vol Factor ETF position peaked at $7.39M in Q1 2021.
1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Cambridge Associates's 13F filing for Q1 2025, filed 15 May 2025.