Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	$5.06M	Buy	+52,500	New	+$4.98M	0.01%	819
2026 Q1	–	Sell	-290,000	Closed	-$27.3M	–	1626
2025 Q4	$27.3M	Buy	290,000 +172,000	+146%	+$16.2M	0.05%	268
2025 Q3	$11.2M	Sell	118,000 -200,000	-63%	-$18.7M	0.02%	420
2025 Q2	$29.9M	Buy	+318,000	New	+$29.3M	0.06%	224

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 22.9% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's USMV Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 52,500 shares worth $5.06M. The stake represents 0.01% of the portfolio and ranks #819 among its holdings. This is a return to the name: Healthcare of Ontario Pension Plan (HOOPP) Trust Fund previously reported a position in USMV as recently as Q4 2025.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in USMV in Q2 2025 and has held it in 4 quarters since. The position peaked at $29.9M in Q2 2025. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 52,500 shares of iShares MSCI USA Min Vol Factor ETF worth $5.06M as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Healthcare of Ontario Pension Plan (HOOPP) Trust Fund position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #819 holding.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 4 quarters since.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's iShares MSCI USA Min Vol Factor ETF position peaked at $29.9M in Q2 2025.
1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.