KeyBank National Association
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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
Q2 		$27.5M Sell
285,277
-15,744
-5% -$1.49M 0.09% 156
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KeyBank National Association's USMV Position: Q2 2026 in Review

KeyBank National Association reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.2% in Q2 2026, selling an estimated $1.49M and leaving 285,277 shares worth $27.5M. The position accounts for 0.09% of the portfolio, ranked #156.

KeyBank National Association first reported a position in USMV in Q3 2015 and has held it in 31 quarters since. The position peaked at $321M in Q4 2019. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • KeyBank National Association held 285,277 shares of iShares MSCI USA Min Vol Factor ETF worth $27.5M as of Q2 2026.
  • KeyBank National Association sold 15,744 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.49M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.09% of KeyBank National Association's portfolio in Q2 2026, its #156 holding.
  • KeyBank National Association first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2015 and has held it in 31 quarters since.
  • KeyBank National Association's iShares MSCI USA Min Vol Factor ETF position peaked at $321M in Q4 2019.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.