Marshall Wace’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Marshall Wace’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	$9.66M	Buy	+104,200	New	+$9.9M	0.01%	992
2025 Q3	–	Sell	-26,000	Closed	-$2.44M	–	3434
2025 Q2	$2.44M	Hold	26,000	–	–	﹤0.01%	1470
2025 Q1	$2.44M	Buy	26,000 +23,000	+767%	+$2.12M	﹤0.01%	1390
2024 Q4	$266K	Buy	+3,000	New	+$275K	﹤0.01%	2271
2024 Q1	–	Sell	-24,500	Closed	-$1.91M	–	2826
2023 Q4	$1.91M	Hold	24,500	–	–	﹤0.01%	1238
2023 Q3	$1.77M	Buy	+24,500	New	+$1.83M	﹤0.01%	1279
2023 Q1	–	Sell	-11,500	Closed	-$829K	–	3126
2022 Q4	$829K	Buy	11,500 +7,900	+219%	+$562K	﹤0.01%	2166
2022 Q3	$238K	Buy	+3,600	New	+$260K	﹤0.01%	3031
2021 Q4	–	Sell	-36,600	Closed	-$2.69M	–	4300
2021 Q3	$2.69M	Buy	+36,600	New	+$2.79M	0.01%	1339

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

Marshall Wace's USMV Position: Q1 2026 in Review

Marshall Wace opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026: 104,200 shares worth $9.66M. The stake represents 0.01% of the portfolio and ranks #992 among its holdings. This is a return to the name: Marshall Wace previously reported a position in USMV as recently as Q2 2025.

Marshall Wace first reported a position in USMV in Q3 2021 and has held it in 9 quarters since. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Marshall Wace held 104,200 shares of iShares MSCI USA Min Vol Factor ETF worth $9.66M as of Q1 2026.
iShares MSCI USA Min Vol Factor ETF was a new Marshall Wace position in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #992 holding.
Marshall Wace first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2021 and has held it in 9 quarters since.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.