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

HSBC Holdings’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
2025 Q3	–	Sell	-4,246	Closed	-$399K	–	3154
2025 Q2	$399K	Buy	+4,246	New	+$391K	﹤0.01%	2276
2024 Q4	–	Sell	-500,000	Closed	-$45.4M	–	3244
2024 Q3	$45.4M	Hold	500,000	–	–	0.03%	505
2024 Q2	$42.1M	Hold	500,000	–	–	0.03%	494
2024 Q1	$41.8M	Buy	+500,000	New	+$40.3M	0.03%	505

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

HSBC Holdings's USMV Position: Q3 2025 in Review

HSBC Holdings sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 4,246 shares — an estimated $399K sold.

HSBC Holdings first reported a position in USMV in Q1 2024 and held it in 4 quarters. The position peaked at $45.4M in Q3 2024. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

HSBC Holdings reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
HSBC Holdings sold 4,246 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $399K.
HSBC Holdings first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and held it in 4 quarters.
HSBC Holdings's iShares MSCI USA Min Vol Factor ETF position peaked at $45.4M in Q3 2024.
1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on HSBC Holdings's 13F filing for Q3 2025, filed 13 Nov 2025.