Mercer Global Advisors
USMV icon

Mercer Global Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mercer Global Advisors’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 		$100M Sell
1,077,889
-189,724
-15% -$18M 0.15% 86
2025
Q4 		$119M Sell
1,267,613
-18,813
-1% -$1.77M 0.18% 75
2025
Q3 		$122M Sell
1,286,426
-154,602
-11% -$14.5M 0.2% 69
2025
Q2 		$135M Sell
1,441,028
-88,782
-6% -$8.17M 0.28% 50
2025
Q1 		$143M Sell
1,529,810
-168,187
-10% -$15.5M 0.33% 44
2024
Q4 		$151M Sell
1,697,997
-225,475
-12% -$20.7M 0.37% 43
2024
Q3 		$175M Sell
1,923,472
-241,692
-11% -$21.3M 0.41% 41
2024
Q2 		$182M Sell
2,165,164
-659,317
-23% -$54.3M 0.5% 39
2024
Q1 		$236M Sell
2,824,481
-5,164,413
-65% -$417M 0.67% 31
2023
Q4 		$623M Buy
7,988,894
+816,465
+11% +$60.9M 1.88% 11
2023
Q3 		$519M Buy
7,172,429
+1,000,764
+16% +$74.6M 1.97% 10
2023
Q2 		$459M Buy
6,171,665
+816,830
+15% +$59.7M 1.82% 11
2023
Q1 		$390M Buy
5,354,835
+1,105,642
+26% +$79.5M 1.77% 13
2022
Q4 		$306M Buy
4,249,193
+555,944
+15% +$39.6M 1.53% 11
2022
Q3 		$244M Buy
3,693,249
+454,577
+14% +$32.8M 1.45% 13
2022
Q2 		$227M Buy
3,238,672
+268,265
+9% +$19.6M 1.39% 14
2022
Q1 		$230M Buy
2,970,407
+875,456
+42% +$66.3M 1.36% 16
2021
Q4 		$169M Buy
2,094,951
+511,514
+32% +$39.6M 1.05% 22
2021
Q3 		$116M Buy
1,583,437
+463,800
+41% +$35.3M 0.81% 23
2021
Q2 		$82.4M Buy
1,119,637
+123,967
+12% +$8.96M 0.63% 33
2021
Q1 		$68.9M Buy
995,670
+185,759
+23% +$12.6M 0.63% 30
2020
Q4 		$55M Buy
809,911
+132,409
+20% +$8.72M 0.69% 28
2020
Q3 		$43.2M Buy
677,502
+100,467
+17% +$6.38M 0.65% 29
2020
Q2 		$35M Buy
577,035
+53,104
+10% +$3.15M 0.64% 28
2020
Q1 		$28.3M Buy
523,931
+28,749
+6% +$1.82M 0.62% 30
2019
Q4 		$32.5M Buy
495,182
+35,391
+8% +$2.27M 0.65% 30
2019
Q3 		$29.5M Buy
459,791
+2,100
+0.5% +$133K 0.69% 28
2019
Q2 		$28.3M Buy
457,691
+200,659
+78% +$12M 0.75% 28
2019
Q1 		$15.1M Buy
+257,032
New +$14.4M 0.54% 41

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 $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors's USMV Position: Q1 2026 in Review

Mercer Global Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 15% in Q1 2026, selling an estimated $18M and leaving 1,077,889 shares worth $100M. The position accounts for 0.15% of the portfolio, ranked #86.

Mercer Global Advisors first reported a position in USMV in Q1 2019 and has held it in 29 quarters since. The position peaked at $623M in Q4 2023. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Mercer Global Advisors held 1,077,889 shares of iShares MSCI USA Min Vol Factor ETF worth $100M as of Q1 2026.
  • Mercer Global Advisors sold 189,724 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $18M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.15% of Mercer Global Advisors's portfolio in Q1 2026, its #86 holding.
  • Mercer Global Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $623M in Q4 2023.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.