MML Investors Services
USMV icon

MML Investors Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

MML Investors Services’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 		$33.9M Sell
365,834
-142,437
-28% -$13.5M 0.09% 209
2025
Q4 		$47.9M Buy
508,271
+6,275
+1% +$591K 0.12% 177
2025
Q3 		$47.8M Sell
501,996
-74,277
-13% -$6.96M 0.13% 160
2025
Q2 		$54.1M Buy
576,273
+39,998
+7% +$3.68M 0.16% 137
2025
Q1 		$50.2M Buy
536,275
+94,760
+21% +$8.72M 0.17% 132
2024
Q4 		$39.2M Sell
441,515
-205,135
-32% -$18.8M 0.14% 158
2024
Q3 		$59M Sell
646,650
-20,502
-3% -$1.81M 0.22% 96
2024
Q2 		$56M Sell
667,152
-86,338
-11% -$7.11M 0.23% 93
2024
Q1 		$63M Sell
753,490
-315,316
-30% -$25.4M 0.26% 72
2023
Q4 		$83.4M Sell
1,068,806
-410,363
-28% -$30.6M 0.38% 49
2023
Q3 		$107M Sell
1,479,169
-111,972
-7% -$8.35M 0.59% 25
2023
Q2 		$118M Buy
1,591,141
+102,932
+7% +$7.52M 0.65% 26
2023
Q1 		$108M Buy
1,488,209
+117,750
+9% +$8.46M 0.77% 20
2022
Q4 		$98.8M Buy
1,370,459
+85,253
+7% +$6.07M 0.65% 20
2022
Q3 		$85M Buy
1,285,206
+183,545
+17% +$13.2M 0.64% 22
2022
Q2 		$77.3M Buy
1,101,661
+11,389
+1% +$834K 0.59% 23
2022
Q1 		$84.6M Sell
1,090,272
-27,764
-2% -$2.1M 0.6% 24
2021
Q4 		$90.4M Buy
1,118,036
+266,464
+31% +$20.6M 0.65% 24
2021
Q3 		$62.6M Sell
851,572
-48,981
-5% -$3.73M 0.5% 35
2021
Q2 		$66.3M Sell
900,553
-255,764
-22% -$18.5M 0.56% 32
2021
Q1 		$80M Sell
1,156,317
-593,618
-34% -$40.1M 0.77% 17
2020
Q4 		$119M Sell
1,749,935
-34,789
-2% -$2.29M 1.27% 9
2020
Q3 		$114M Sell
1,784,724
-159,244
-8% -$10.1M 1.43% 8
2020
Q2 		$118M Sell
1,943,968
-216,115
-10% -$12.8M 1.58% 5
2020
Q1 		$117M Buy
2,160,083
+139,388
+7% +$8.84M 2.01% 4
2019
Q4 		$133M Sell
2,020,695
-198,595
-9% -$12.8M 1.9% 4
2019
Q3 		$142M Buy
2,219,290
+598,936
+37% +$37.9M 2.29% 3
2019
Q2 		$100M Buy
1,620,354
+388,054
+31% +$23.3M 1.43% 5
2019
Q1 		$72.5M Buy
1,232,300
+61,682
+5% +$3.46M 1.12% 10
2018
Q4 		$61.3M Buy
1,170,618
+266,330
+29% +$14.6M 1.1% 8
2018
Q3 		$51.6M Buy
904,288
+165,018
+22% +$9.2M 0.87% 14
2018
Q2 		$39.3M Buy
739,270
+29,548
+4% +$1.55M 0.86% 18
2018
Q1 		$36.9M Sell
709,722
-382,194
-35% -$20.2M 0.78% 23
2017
Q4 		$57.6M Sell
1,091,916
-44,580
-4% -$2.31M 1.1% 15
2017
Q3 		$57.2M Buy
1,136,496
+187,518
+20% +$9.35M 1.18% 12
2017
Q2 		$46.4M Buy
+948,978
New +$46.2M 0.89% 23

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 $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

MML Investors Services's USMV Position: Q1 2026 in Review

MML Investors Services reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 28% in Q1 2026, selling an estimated $13.5M and leaving 365,834 shares worth $33.9M. The position accounts for 0.09% of the portfolio, ranked #209.

MML Investors Services first reported a position in USMV in Q2 2017 and has held it in 36 quarters since. The position peaked at $142M in Q3 2019. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • MML Investors Services held 365,834 shares of iShares MSCI USA Min Vol Factor ETF worth $33.9M as of Q1 2026.
  • MML Investors Services sold 142,437 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $13.5M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.09% of MML Investors Services's portfolio in Q1 2026, its #209 holding.
  • MML Investors Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2017 and has held it in 36 quarters since.
  • MML Investors Services's iShares MSCI USA Min Vol Factor ETF position peaked at $142M in Q3 2019.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.