KeyBank National Association’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

KeyBank National Association’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	$27.9M	Sell	301,021 -21,039	-7%	-$2M	0.1%	151
2025 Q4	$30.3M	Sell	322,060 -45,378	-12%	-$4.27M	0.11%	141
2025 Q3	$34.9M	Buy	367,438 +7,643	+2%	+$716K	0.12%	126
2025 Q2	$33.8M	Sell	359,795 -5,405	-1%	-$497K	0.13%	131
2025 Q1	$34.2M	Buy	365,200 +7,886	+2%	+$726K	0.14%	130
2024 Q4	$31.7M	Sell	357,314 -12,651	-3%	-$1.16M	0.12%	135
2024 Q3	$33.8M	Sell	369,965 -34,185	-8%	-$3.01M	0.13%	128
2024 Q2	$33.9M	Sell	404,150 -20,373	-5%	-$1.68M	0.14%	127
2024 Q1	$35.5M	Sell	424,523 -23,838	-5%	-$1.92M	0.15%	130
2023 Q4	$35M	Sell	448,361 -19,359	-4%	-$1.44M	0.16%	129
2023 Q3	$33.9M	Sell	467,720 -46,782	-9%	-$3.49M	0.16%	125
2023 Q2	$38.2M	Sell	514,502 -17,887	-3%	-$1.31M	0.17%	117
2023 Q1	$38.7M	Sell	532,389 -25,195	-5%	-$1.81M	0.18%	109
2022 Q4	$40.2M	Buy	557,584 +3,560	+0.6%	+$253K	0.2%	110
2022 Q3	$36.6M	Sell	554,024 -25,777	-4%	-$1.86M	0.19%	107
2022 Q2	$40.7M	Buy	579,801 +31,867	+6%	+$2.33M	0.2%	104
2022 Q1	$42.5M	Sell	547,934 -26,681	-5%	-$2.02M	0.18%	113
2021 Q4	$46.5M	Sell	574,615 -44,619	-7%	-$3.45M	0.19%	111
2021 Q3	$45.5M	Sell	619,234 -78,559	-11%	-$5.98M	0.2%	108
2021 Q2	$51.4M	Sell	697,793 -219,951	-24%	-$15.9M	0.23%	100
2021 Q1	$63.5M	Sell	917,744 -436,254	-32%	-$29.5M	0.3%	82
2020 Q4	$91.9M	Sell	1,353,998 -707,740	-34%	-$46.6M	0.45%	57
2020 Q3	$131M	Sell	2,061,738 -1,844,558	-47%	-$117M	0.71%	31
2020 Q2	$237M	Sell	3,906,296 -1,947,707	-33%	-$116M	1.37%	12
2020 Q1	$316M	Buy	5,854,003 +956,204	+20%	+$60.7M	2.11%	7
2019 Q4	$321M	Buy	4,897,799 +1,008,349	+26%	+$64.8M	1.72%	8
2019 Q3	$249M	Buy	3,889,450 +3,879,144	+37,640%	+$246M	1.42%	12
2019 Q2	$636K	Buy	+10,306	New	+$619K	﹤0.01%	677
2018 Q2	–	Sell	-8,069	Closed	-$419K	–	1075
2018 Q1	$419K	Buy	+8,069	New	+$427K	﹤0.01%	792
2015 Q4	–	Sell	-12,037	Closed	-$477K	–	1172
2015 Q3	$477K	Buy	+12,037	New	+$492K	﹤0.01%	794

Other funds holding USMV

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

KeyBank National Association's USMV Position: Q1 2026 in Review

KeyBank National Association reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.5% in Q1 2026, selling an estimated $2M and leaving 301,021 shares worth $27.9M. The position accounts for 0.1% of the portfolio, ranked #151.

KeyBank National Association first reported a position in USMV in Q3 2015 and has held it in 30 quarters since. The position peaked at $321M in Q4 2019. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

KeyBank National Association held 301,021 shares of iShares MSCI USA Min Vol Factor ETF worth $27.9M as of Q1 2026.
KeyBank National Association sold 21,039 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $2M.
iShares MSCI USA Min Vol Factor ETF made up 0.1% of KeyBank National Association's portfolio in Q1 2026, its #151 holding.
KeyBank National Association first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2015 and has held it in 30 quarters since.
KeyBank National Association's iShares MSCI USA Min Vol Factor ETF position peaked at $321M in Q4 2019.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on KeyBank National Association's 13F filing for Q1 2026, filed 24 Apr 2026.