Neuberger Berman Group
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Neuberger Berman Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Neuberger Berman Group’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 		$664K Sell
7,164
-3,057
-30% -$290K ﹤0.01% 1559
2025
Q4 		$962K Sell
10,221
-114
-1% -$10.7K ﹤0.01% 1405
2025
Q3 		$983K Buy
10,335
+2,923
+39% +$274K ﹤0.01% 1367
2025
Q2 		$696K Buy
7,412
+2,428
+49% +$223K ﹤0.01% 1477
2025
Q1 		$467K Sell
4,984
-957
-16% -$88.1K ﹤0.01% 1539
2024
Q4 		$528K Sell
5,941
-105
-2% -$9.63K ﹤0.01% 1509
2024
Q3 		$552K Sell
6,046
-1,616
-21% -$142K ﹤0.01% 1485
2024
Q2 		$643K Sell
7,662
-442
-5% -$36.4K ﹤0.01% 1417
2024
Q1 		$677K Sell
8,104
-454
-5% -$36.6K ﹤0.01% 1395
2023
Q4 		$668K Buy
8,558
+768
+10% +$57.3K ﹤0.01% 1402
2023
Q3 		$564K Buy
7,790
+59
+0.8% +$4.4K ﹤0.01% 1426
2023
Q2 		$575K Sell
7,731
-48
-0.6% -$3.51K ﹤0.01% 1406
2023
Q1 		$566K Sell
7,779
-28
-0.4% -$2.01K ﹤0.01% 1418
2022
Q4 		$563K Hold
7,807
– – ﹤0.01% 1410
2022
Q3 		$516K Sell
7,807
-658
-8% -$47.4K ﹤0.01% 1462
2022
Q2 		$594K Sell
8,465
-367
-4% -$26.9K ﹤0.01% 1462
2022
Q1 		$685K Buy
8,832
+5,803
+192% +$439K ﹤0.01% 1452
2021
Q4 		$245K Buy
3,029
+225
+8% +$17.4K ﹤0.01% 1777
2021
Q3 		$206K Buy
+2,804
New +$214K ﹤0.01% 1691
2020
Q4 		– Sell
-3,610
Closed -$230K – 1727
2020
Q3 		$230K Sell
3,610
-495
-12% -$31.4K ﹤0.01% 1521
2020
Q2 		$249K Hold
4,105
– – ﹤0.01% 1436
2020
Q1 		$222K Buy
+4,105
New +$260K ﹤0.01% 1407
2017
Q3 		– Sell
-10,294
Closed -$504K – 1648
2017
Q2 		$504K Sell
10,294
-3,010
-23% -$147K ﹤0.01% 1315
2017
Q1 		$635K Buy
13,304
+19
+0.1% +$890 ﹤0.01% 1250
2016
Q4 		$601K Sell
13,285
-1,366
-9% -$61K ﹤0.01% 1254
2016
Q3 		$666K Buy
14,651
+309
+2% +$14.3K ﹤0.01% 1205
2016
Q2 		$663K Buy
14,342
+1,600
+13% +$71.1K ﹤0.01% 1192
2016
Q1 		$560K Buy
12,742
+6,617
+108% +$275K ﹤0.01% 1234
2015
Q4 		$256K Buy
+6,125
New +$255K ﹤0.01% 1403

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

Neuberger Berman Group's USMV Position: Q1 2026 in Review

Neuberger Berman Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 30% in Q1 2026, selling an estimated $290K and leaving 7,164 shares worth $664K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Neuberger Berman Group first reported a position in USMV in Q4 2015 and has held it in 29 quarters since. The position peaked at $983K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Neuberger Berman Group held 7,164 shares of iShares MSCI USA Min Vol Factor ETF worth $664K as of Q1 2026.
  • Neuberger Berman Group sold 3,057 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $290K.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1559 holding.
  • Neuberger Berman Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and has held it in 29 quarters since.
  • Neuberger Berman Group's iShares MSCI USA Min Vol Factor ETF position peaked at $983K in Q3 2025.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.