CIBC World Market
USMV icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIBC World Market's USMV Position: Q1 2026 in Review

CIBC World Market increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.61% in Q1 2026, buying an estimated $5.89K and bringing the position to 10,222 shares worth $948K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

CIBC World Market first reported a position in USMV in Q2 2016 and has held it in 29 quarters since. The position peaked at $2.3M in Q4 2020. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • CIBC World Market held 10,222 shares of iShares MSCI USA Min Vol Factor ETF worth $948K as of Q1 2026.
  • CIBC World Market bought 62 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $5.89K.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of CIBC World Market's portfolio in Q1 2026, its #954 holding.
  • CIBC World Market first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2016 and has held it in 29 quarters since.
  • CIBC World Market's iShares MSCI USA Min Vol Factor ETF position peaked at $2.3M in Q4 2020.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on CIBC World Market's 13F filing for Q1 2026, filed 14 May 2026.