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Northwest & Ethical Investments’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Northwest & Ethical Investments’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
2025
Q1 		– Sell
-109,700
Closed -$9.74M – 534
2024
Q4 		$9.74M Hold
109,700
– – 0.26% 121
2024
Q3 		$10M Buy
109,700
+56,000
+104% +$4.94M 0.26% 120
2024
Q2 		$4.51M Buy
+53,700
New +$4.42M 0.13% 187

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwest & Ethical Investments's USMV Position: Q1 2025 in Review

Northwest & Ethical Investments sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 109,700 shares — an estimated $9.74M sold.

Northwest & Ethical Investments first reported a position in USMV in Q2 2024 and held it in 3 quarters. The position peaked at $10M in Q3 2024. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

  • Northwest & Ethical Investments reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 109,700 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $9.74M.
  • Northwest & Ethical Investments first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and held it in 3 quarters.
  • Northwest & Ethical Investments's iShares MSCI USA Min Vol Factor ETF position peaked at $10M in Q3 2024.
  • 1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Northwest & Ethical Investments's 13F filing for Q1 2025, filed 13 May 2025.