CIBC Private Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.51M | Sell |
16,021
-1,420
| -8% | -$134K | ﹤0.01% | 638 |
|
|
2025
Q3 | $1.66M | Sell |
17,441
-19
| -0.1% | -$1.78K | ﹤0.01% | 608 |
|
|
2025
Q2 | $1.64M | Buy |
17,460
+333
| +2% | +$30.6K | ﹤0.01% | 586 |
|
|
2025
Q1 | $1.46M | Sell |
17,127
-4,098
| -19% | -$377K | ﹤0.01% | 591 |
|
|
2024
Q4 | $1.89M | Sell |
21,225
-1,425
| -6% | -$131K | ﹤0.01% | 577 |
|
|
2024
Q3 | $2.07M | Buy |
22,650
+2,664
| +13% | +$235K | ﹤0.01% | 560 |
|
|
2024
Q2 | $1.68M | Buy |
19,986
+774
| +4% | +$63.8K | ﹤0.01% | 570 |
|
|
2024
Q1 | $1.6M | Sell |
19,212
-1,306
| -6% | -$105K | ﹤0.01% | 575 |
|
|
2023
Q4 | $1.6M | Buy |
20,518
+167
| +0.8% | +$12.5K | ﹤0.01% | 546 |
|
|
2023
Q3 | $1.47M | Buy |
20,351
+5,196
| +34% | +$387K | ﹤0.01% | 543 |
|
|
2023
Q2 | $1.13M | Buy |
15,155
+4
| +0% | +$292 | ﹤0.01% | 578 |
|
|
2023
Q1 | $1.1M | Sell |
15,151
-670
| -4% | -$48.2K | ﹤0.01% | 594 |
|
|
2022
Q4 | $1.14K | Buy |
15,821
+50
| +0.3% | +$3.56K | ﹤0.01% | 769 |
|
|
2022
Q3 | $1.04M | Sell |
15,771
-564
| -3% | -$40.7K | ﹤0.01% | 583 |
|
|
2022
Q2 | $1.15M | Sell |
16,335
-1,109
| -6% | -$81.2K | ﹤0.01% | 577 |
|
|
2022
Q1 | $1.35M | Buy |
17,444
+1,295
| +8% | +$98.1K | ﹤0.01% | 591 |
|
|
2021
Q4 | $1.31M | Buy |
16,149
+1,939
| +14% | +$150K | ﹤0.01% | 602 |
|
|
2021
Q3 | $1.04M | Buy |
14,210
+60
| +0.4% | +$4.57K | ﹤0.01% | 619 |
|
|
2021
Q2 | $1.04M | Buy |
14,150
+1,104
| +8% | +$79.8K | ﹤0.01% | 658 |
|
|
2021
Q1 | $903K | Sell |
13,046
-382
| -3% | -$25.8K | ﹤0.01% | 690 |
|
|
2020
Q4 | $911K | Sell |
13,428
-835
| -6% | -$55K | ﹤0.01% | 650 |
|
|
2020
Q3 | $909K | Buy |
+14,263
| New | +$905K | ﹤0.01% | 571 |
|
|
2020
Q2 | – | Sell |
-13,353
| Closed | -$721K | – | 808 |
|
|
2020
Q1 | $721K | Sell |
13,353
-1,728
| -11% | -$110K | ﹤0.01% | 559 |
|
|
2019
Q4 | $989K | Buy |
15,081
+186
| +1% | +$11.9K | ﹤0.01% | 583 |
|
|
2019
Q3 | $955K | Buy |
14,895
+2,771
| +23% | +$176K | ﹤0.01% | 576 |
|
|
2019
Q2 | $748K | Sell |
12,124
-916
| -7% | -$55K | ﹤0.01% | 635 |
|
|
2019
Q1 | $767K | Buy |
13,040
+1,693
| +15% | +$94.8K | ﹤0.01% | 641 |
|
|
2018
Q4 | $595K | Sell |
11,347
-373
| -3% | -$20.5K | ﹤0.01% | 652 |
|
|
2018
Q3 | $669K | Sell |
11,720
-456
| -4% | -$25.4K | ﹤0.01% | 713 |
|
|
2018
Q2 | $647K | Sell |
12,176
-807
| -6% | -$42.5K | ﹤0.01% | 724 |
|
|
2018
Q1 | $674K | Sell |
12,983
-148
| -1% | -$7.83K | ﹤0.01% | 720 |
|
|
2017
Q4 | $693K | Buy |
13,131
+313
| +2% | +$16.2K | ﹤0.01% | 719 |
|
|
2017
Q3 | $645K | Buy |
+12,818
| New | +$639K | ﹤0.01% | 726 |
|
Other funds holding USMV
CCA
MRC
CIBC Private Wealth Group's USMV Position: Q4 2025 in Review
CIBC Private Wealth Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8.1% in Q4 2025, selling an estimated $134K and leaving 16,021 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #638.
CIBC Private Wealth Group first reported a position in USMV in Q3 2017 and has held it in 33 quarters since. The position peaked at $2.07M in Q3 2024. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.
- CIBC Private Wealth Group held 16,021 shares of iShares MSCI USA Min Vol Factor ETF worth $1.51M as of Q4 2025.
- CIBC Private Wealth Group sold 1,420 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $134K.
- iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #638 holding.
- CIBC Private Wealth Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2017 and has held it in 33 quarters since.
- CIBC Private Wealth Group's iShares MSCI USA Min Vol Factor ETF position peaked at $2.07M in Q3 2024.
- 1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.
Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.