CIBC World Market’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

CIBC World Market’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 Q2	$21.2M	Buy	219,776 +209,554	+2,050%	+$19.9M	0.03%	268
2026 Q1	$948K	Buy	10,222 +62	+0.6%	+$5.89K	﹤0.01%	954
2025 Q4	$957K	Sell	10,160 -225	-2%	-$21.2K	﹤0.01%	956
2025 Q3	$988K	Buy	10,385 +808	+8%	+$75.7K	﹤0.01%	948
2025 Q2	$899K	Buy	9,577 +1,077	+13%	+$99.1K	﹤0.01%	913
2025 Q1	$796K	Buy	8,500 +265	+3%	+$24.4K	﹤0.01%	926
2024 Q4	$731K	Buy	8,235 +406	+5%	+$37.2K	﹤0.01%	952
2024 Q3	$715K	Sell	7,829 -430	-5%	-$37.9K	﹤0.01%	898
2024 Q2	$693K	Sell	8,259 -9,397	-53%	-$774K	﹤0.01%	877
2024 Q1	$1.48M	Sell	17,656 -55	-0.3%	-$4.44K	﹤0.01%	724
2023 Q4	$1.38M	Sell	17,711 -235	-1%	-$17.5K	﹤0.01%	698
2023 Q3	$1.3M	Sell	17,946 -320	-2%	-$23.9K	﹤0.01%	677
2023 Q2	$1.36M	Sell	18,266 -743	-4%	-$54.3K	﹤0.01%	693
2023 Q1	$1.38M	Buy	19,009 +37	+0.2%	+$2.66K	﹤0.01%	680
2022 Q4	$1.37M	Buy	18,972 +208	+1%	+$14.8K	﹤0.01%	695
2022 Q3	$1.24M	Sell	18,764 -894	-5%	-$64.5K	﹤0.01%	670
2022 Q2	$1.38M	Sell	19,658 -10	-0.1%	-$732	﹤0.01%	642
2022 Q1	$1.53M	Sell	19,668 -4,795	-20%	-$363K	﹤0.01%	644
2021 Q4	$1.98M	Buy	24,463 +30	+0.1%	+$2.32K	0.01%	616
2021 Q3	$1.8M	Buy	24,433 +79	+0.3%	+$6.02K	0.01%	625
2021 Q2	$1.79M	Sell	24,354 -1,001	-4%	-$72.3K	0.01%	626
2021 Q1	$1.75M	Sell	25,355 -8,510	-25%	-$575K	0.01%	614
2020 Q4	$2.3M	Buy	33,865 +8,110	+31%	+$534K	0.01%	538
2020 Q3	$1.64M	Sell	25,755 -4,556	-15%	-$289K	0.01%	533
2020 Q2	$1.84M	Sell	30,311 -5,610	-16%	-$333K	0.01%	501
2020 Q1	$1.94M	Buy	35,921 +29,684	+476%	+$1.88M	0.01%	405
2019 Q4	$409K	Buy	6,237 +2,566	+70%	+$165K	﹤0.01%	883
2019 Q3	$235K	Buy	+3,671	New	+$233K	﹤0.01%	976
2016 Q4	–	Sell	-4,485	Closed	-$204K	–	1147
2016 Q3	$204K	Sell	4,485 -1,835	-29%	-$84.9K	﹤0.01%	930
2016 Q2	$292K	Buy	+6,320	New	+$281K	﹤0.01%	783

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIBC World Market's USMV Position: Q2 2026 in Review

CIBC World Market increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2,050% in Q2 2026, buying an estimated $19.9M and bringing the position to 219,776 shares worth $21.2M. The position accounts for 0.03% of the portfolio, ranked #268.

CIBC World Market first reported a position in USMV in Q2 2016 and has held it in 30 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

CIBC World Market held 219,776 shares of iShares MSCI USA Min Vol Factor ETF worth $21.2M as of Q2 2026.
CIBC World Market bought 209,554 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $19.9M.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of CIBC World Market's portfolio in Q2 2026, its #268 holding.
CIBC World Market first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2016 and has held it in 30 quarters since.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.