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Mandatum Life Insurance Company’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mandatum Life Insurance Company’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 		$3.85M Hold
41,527
– – 0.87% 26
2025
Q4 		$3.91M Hold
41,527
– – 0.89% 28
2025
Q3 		$3.95M Sell
41,527
-637
-2% -$59.7K 0.94% 26
2025
Q2 		$3.96M Sell
42,164
-9,680
-19% -$891K 1.04% 24
2025
Q1 		$4.86M Sell
51,844
-8,611
-14% -$792K 1.49% 19
2024
Q4 		$5.37M Hold
60,455
– – 1.59% 16
2024
Q3 		$5.52M Hold
60,455
– – 1.69% 13
2024
Q2 		$5.08M Hold
60,455
– – 1.7% 13
2024
Q1 		$5.05M Hold
60,455
– – 1.69% 14
2023
Q4 		$4.72M Hold
60,455
– – 1.75% 12
2023
Q3 		$4.38M Sell
60,455
-361
-0.6% -$26.9K 1.83% 11
2023
Q2 		$4.52M Hold
60,816
– – 1.87% 11
2023
Q1 		$4.42M Sell
60,816
-7,503
-11% -$539K 1.3% 12
2022
Q4 		$4.93M Hold
68,319
– – 1.49% 11
2022
Q3 		$4.52M Hold
68,319
– – 1.44% 11
2022
Q2 		$4.8M Sell
68,319
-180
-0.3% -$13.2K 1.08% 13
2022
Q1 		$5.31M Hold
68,499
– – 0.98% 14
2021
Q4 		$5.54M Hold
68,499
– – 1.46% 14
2021
Q3 		$5.04M Hold
68,499
– – 0.93% 36
2021
Q2 		$5.04M Hold
68,499
– – 0.92% 36
2021
Q1 		$4.74M Sell
68,499
-321
-0.5% -$21.7K 0.94% 38
2020
Q4 		$4.67M Sell
68,820
-18,109
-21% -$1.19M 0.97% 33
2020
Q3 		$5.54M Hold
86,929
– – 1.22% 22
2020
Q2 		$5.27M Hold
86,929
– – 1.27% 24
2020
Q1 		$4.7M Hold
86,929
– – 1.26% 20
2019
Q4 		$5.7M Hold
86,929
– – 1.19% 14
2019
Q3 		$5.57M Sell
86,929
-950
-1% -$60.2K 1.12% 13
2019
Q2 		$5.42M Hold
87,879
– – 1.14% 12
2019
Q1 		$5.17M Hold
87,879
– – 1.12% 13
2018
Q4 		$4.61M Sell
87,879
-315
-0.4% -$17.3K 1.09% 12
2018
Q3 		$5.03M Hold
88,194
– – 0.95% 13
2018
Q2 		$4.69M Sell
88,194
-6,227
-7% -$328K 0.9% 15
2018
Q1 		$4.9M Sell
94,421
-25,797
-21% -$1.36M 0.91% 12
2017
Q4 		$6.34M Sell
120,218
-170
-0.1% -$8.82K 0.99% 6
2017
Q3 		$6.06M Sell
120,388
-317
-0.3% -$15.8K 0.82% 7
2017
Q2 		$5.91M Sell
120,705
-60,744
-33% -$2.96M 0.81% 5
2017
Q1 		$8.66M Sell
181,449
-10,691
-6% -$501K 1.13% 6
2016
Q4 		$8.69M Sell
192,140
-17,420
-8% -$777K 1.19% 6
2016
Q3 		$9.52M Buy
209,560
+12,910
+7% +$597K 1.25% 6
2016
Q2 		$9.09M Buy
196,650
+25,507
+15% +$1.13M 1.24% 5
2016
Q1 		$7.52M Buy
171,143
+24,830
+17% +$1.03M 1.01% 6
2015
Q4 		$6.12M Buy
+146,313
New +$6.1M 0.83% 6

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

Mandatum Life Insurance Company's USMV Position: Q1 2026 in Review

Mandatum Life Insurance Company held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 41,527 shares worth $3.85M. The position accounts for 0.87% of the portfolio, ranked #26.

Mandatum Life Insurance Company first reported a position in USMV in Q4 2015 and has held it in 42 quarters since. The position peaked at $9.52M in Q3 2016. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Mandatum Life Insurance Company held 41,527 shares of iShares MSCI USA Min Vol Factor ETF worth $3.85M as of Q1 2026.
  • Mandatum Life Insurance Company left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.87% of Mandatum Life Insurance Company's portfolio in Q1 2026, its #26 holding.
  • Mandatum Life Insurance Company first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and has held it in 42 quarters since.
  • Mandatum Life Insurance Company's iShares MSCI USA Min Vol Factor ETF position peaked at $9.52M in Q3 2016.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Mandatum Life Insurance Company's 13F filing for Q1 2026, filed 5 May 2026.