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

Citigroup’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 		$18.6M Sell
200,801
-32,883
-14% -$3.12M 0.01% 1098
2025
Q4 		$22M Sell
233,684
-70,276
-23% -$6.62M 0.01% 1053
2025
Q3 		$28.9M Buy
303,960
+120,580
+66% +$11.3M 0.01% 870
2025
Q2 		$17.2M Sell
183,380
-70,775
-28% -$6.51M 0.01% 1047
2025
Q1 		$23.8M Sell
254,155
-566
-0.2% -$52.1K 0.01% 871
2024
Q4 		$22.6M Sell
254,721
-10,503
-4% -$964K 0.01% 888
2024
Q3 		$24.2M Sell
265,224
-60,409
-19% -$5.33M 0.01% 849
2024
Q2 		$27.3M Buy
325,633
+4,793
+1% +$395K 0.02% 756
2024
Q1 		$26.8M Buy
320,840
+103,552
+48% +$8.36M 0.02% 754
2023
Q4 		$17M Sell
217,288
-5,630
-3% -$420K 0.01% 948
2023
Q3 		$16.1M Sell
222,918
-54,726
-20% -$4.08M 0.01% 878
2023
Q2 		$20.6M Buy
277,644
+17,127
+7% +$1.25M 0.01% 802
2023
Q1 		$19M Sell
260,517
-126,026
-33% -$9.06M 0.01% 848
2022
Q4 		$27.9M Buy
386,543
+61,965
+19% +$4.41M 0.02% 640
2022
Q3 		$21.5M Buy
324,578
+10,962
+3% +$790K 0.02% 755
2022
Q2 		$22M Buy
313,616
+69,425
+28% +$5.08M 0.02% 760
2022
Q1 		$18.9M Sell
244,191
-37,987
-13% -$2.88M 0.01% 974
2021
Q4 		$22.8M Sell
282,178
-28,492
-9% -$2.21M 0.01% 934
2021
Q3 		$22.8M Sell
310,670
-208,550
-40% -$15.9M 0.01% 921
2021
Q2 		$38.2M Sell
519,220
-32,342
-6% -$2.34M 0.02% 642
2021
Q1 		$38.2M Sell
551,562
-79,711
-13% -$5.39M 0.02% 621
2020
Q4 		$42.9M Buy
631,273
+6,741
+1% +$444K 0.03% 611
2020
Q3 		$39.8M Sell
624,532
-84,085
-12% -$5.34M 0.03% 550
2020
Q2 		$43M Buy
708,617
+35,026
+5% +$2.08M 0.03% 441
2020
Q1 		$36.4M Buy
673,591
+4,162
+0.6% +$264K 0.03% 476
2019
Q4 		$43.9M Buy
669,429
+47,541
+8% +$3.05M 0.03% 558
2019
Q3 		$39.9M Buy
621,888
+69,782
+13% +$4.42M 0.03% 551
2019
Q2 		$34.1M Buy
552,106
+105,455
+24% +$6.33M 0.03% 617
2019
Q1 		$26.3M Buy
446,651
+53,435
+14% +$2.99M 0.03% 692
2018
Q4 		$20.6M Buy
393,216
+76,584
+24% +$4.21M 0.02% 814
2018
Q3 		$18.1M Sell
316,632
-144,630
-31% -$8.06M 0.02% 896
2018
Q2 		$24.5M Sell
461,262
-168,629
-27% -$8.87M 0.02% 679
2018
Q1 		$32.7M Sell
629,891
-9,744,722
-94% -$516M 0.03% 554
2017
Q4 		$548M Buy
10,374,613
+387,745
+4% +$20.1M 0.44% 23
2017
Q3 		$503M Buy
9,986,868
+7,832,201
+363% +$391M 0.41% 26
2017
Q2 		$105M Sell
2,154,667
-1,410,146
-40% -$68.7M 0.1% 156
2017
Q1 		$170M Sell
3,564,813
-1,767,617
-33% -$82.8M 0.15% 82
2016
Q4 		$241M Buy
5,332,430
+1,641,080
+44% +$73.2M 0.22% 58
2016
Q3 		$168M Buy
3,691,350
+1,365,300
+59% +$63.2M 0.16% 91
2016
Q2 		$107M Buy
2,326,050
+2,166,999
+1,362% +$96.2M 0.11% 160
2016
Q1 		$6.99M Buy
159,051
+47,847
+43% +$1.99M 0.01% 1273
2015
Q4 		$4.65M Buy
111,204
+2,447
+2% +$102K ﹤0.01% 1760
2015
Q3 		$4.31M Buy
108,757
+152
+0.1% +$6.21K ﹤0.01% 1787
2015
Q2 		$4.38M Buy
108,605
+6,934
+7% +$287K ﹤0.01% 1845
2015
Q1 		$4.2M Sell
101,671
-940
-0.9% -$38.7K ﹤0.01% 1878
2014
Q4 		$4.15M Sell
102,611
-103,043
-50% -$4.06M ﹤0.01% 1936
2014
Q3 		$7.75M Buy
205,654
+96,255
+88% +$3.62M 0.01% 1490
2014
Q2 		$4.07M Buy
109,399
+2,766
+3% +$101K ﹤0.01% 1965
2014
Q1 		$3.84M Buy
106,633
+100,142
+1,543% +$3.54M ﹤0.01% 1898
2013
Q4 		$230K Buy
6,491
+679
+12% +$23.6K ﹤0.01% 4530
2013
Q3 		$193K Sell
5,812
-90
-2% -$3.01K ﹤0.01% 4187
2013
Q2 		$192K Buy
+5,902
New +$196K ﹤0.01% 4306

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 $6.03B AUM 24.5% 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

Citigroup's USMV Position: Q1 2026 in Review

Citigroup reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 14% in Q1 2026, selling an estimated $3.12M and leaving 200,801 shares worth $18.6M. The position accounts for 0.01% of the portfolio, ranked #1098.

Citigroup first reported a position in USMV in Q2 2013 and has held it in 52 quarters since. The position peaked at $548M in Q4 2017. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Citigroup held 200,801 shares of iShares MSCI USA Min Vol Factor ETF worth $18.6M as of Q1 2026.
  • Citigroup sold 32,883 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $3.12M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Citigroup's portfolio in Q1 2026, its #1098 holding.
  • Citigroup first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's iShares MSCI USA Min Vol Factor ETF position peaked at $548M in Q4 2017.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.