Corient Private Wealth
USMV icon

Corient Private Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Corient Private Wealth’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 		$5.28M Sell
59,544
-75,481
-56% -$7.17M 0.01% 826
2025
Q4 		$12.5M Buy
135,025
+73,253
+119% +$6.9M 0.01% 698
2025
Q3 		$5.88M Buy
61,772
+3,668
+6% +$344K 0.01% 658
2025
Q2 		$5.45M Sell
58,104
-4,848
-8% -$446K 0.01% 682
2025
Q1 		$5.9M Sell
62,952
-75
-0.1% -$6.9K 0.01% 647
2024
Q4 		$5.6M Sell
63,027
-28,180
-31% -$2.59M 0.01% 665
2024
Q3 		$8.33M Buy
91,207
+40,904
+81% +$3.61M 0.01% 612
2024
Q2 		$4.22M Sell
50,303
-5,715
-10% -$471K 0.01% 751
2024
Q1 		$4.68M Sell
56,018
-4,050
-7% -$327K 0.01% 719
2023
Q4 		$4.69M Buy
60,068
+27,757
+86% +$2.07M 0.01% 707
2023
Q3 		$2.34M Buy
32,311
+11,405
+55% +$850K 0.01% 850
2023
Q2 		$1.55M Sell
20,906
-936
-4% -$68.4K ﹤0.01% 987
2023
Q1 		$1.59M Sell
21,842
-3,070
-12% -$221K ﹤0.01% 923
2022
Q4 		$1.8M Buy
+24,912
New +$1.77M 0.01% 738

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

Corient Private Wealth's USMV Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 56% in Q1 2026, selling an estimated $7.17M and leaving 59,544 shares worth $5.28M. The position accounts for 0.01% of the portfolio, ranked #826.

Corient Private Wealth first reported a position in USMV in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.5M in Q4 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Corient Private Wealth held 59,544 shares of iShares MSCI USA Min Vol Factor ETF worth $5.28M as of Q1 2026.
  • Corient Private Wealth sold 75,481 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $7.17M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #826 holding.
  • Corient Private Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $12.5M in Q4 2025.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.