Oversea-Chinese Banking Corp (OCBC)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’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	$894K	Buy	9,640 +1,797	+23%	+$171K	0.02%	233
2025 Q4	$738K	Sell	7,843 -139,665	-95%	-$13.2M	0.02%	222
2025 Q3	$14M	Sell	147,508 -33,422	-18%	-$3.13M	0.34%	59
2025 Q2	$17M	Buy	+180,930	New	+$16.6M	0.46%	48
2025 Q1	–	Sell	-13,547	Closed	-$1.2M	–	434
2024 Q4	$1.2M	Sell	13,547 -120,049	-90%	-$11M	0.03%	212
2024 Q3	$12.2M	Buy	+133,596	New	+$11.8M	0.34%	64
2023 Q2	–	Sell	-4,285	Closed	-$312K	–	382
2023 Q1	$312K	Sell	4,285 -12,015	-74%	-$864K	0.02%	266
2022 Q4	$1.18M	Buy	+16,300	New	+$1.16M	0.07%	158

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

Oversea-Chinese Banking Corp (OCBC)'s USMV Position: Q1 2026 in Review

Oversea-Chinese Banking Corp (OCBC) increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 23% in Q1 2026, buying an estimated $171K and bringing the position to 9,640 shares worth $894K. The position accounts for 0.02% of the portfolio, ranked #233.

Oversea-Chinese Banking Corp (OCBC) first reported a position in USMV in Q4 2022 and has held it in 8 quarters since. The position peaked at $17M in Q2 2025. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Oversea-Chinese Banking Corp (OCBC) held 9,640 shares of iShares MSCI USA Min Vol Factor ETF worth $894K as of Q1 2026.
Oversea-Chinese Banking Corp (OCBC) bought 1,797 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $171K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Oversea-Chinese Banking Corp (OCBC)'s portfolio in Q1 2026, its #233 holding.
Oversea-Chinese Banking Corp (OCBC) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 8 quarters since.
Oversea-Chinese Banking Corp (OCBC)'s iShares MSCI USA Min Vol Factor ETF position peaked at $17M in Q2 2025.
1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q1 2026, filed 28 Apr 2026.