Qube Research & Technologies (QRT)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Qube Research & Technologies (QRT)’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 Q2	$69.6M	Buy	721,422 +668,246	+1,257%	+$63.4M	0.06%	392
2026 Q1	$4.93M	Sell	53,176 -326,222	-86%	-$31M	0.01%	1654
2025 Q4	$35.7M	Buy	379,398 +30,103	+9%	+$2.84M	0.04%	638
2025 Q3	$33.2M	Buy	349,295 +104,531	+43%	+$9.79M	0.03%	643
2025 Q2	$23M	Buy	244,764 +201,483	+466%	+$18.5M	0.02%	808
2025 Q1	$4.05M	Sell	43,281 -176,896	-80%	-$16.3M	﹤0.01%	1638
2024 Q4	$19.5M	Buy	220,177 +116,581	+113%	+$10.7M	0.03%	730
2024 Q3	$9.46M	Sell	103,596 -450,633	-81%	-$39.7M	0.01%	1072
2024 Q2	$46.5M	Buy	554,229 +43,144	+8%	+$3.56M	0.07%	309
2024 Q1	$42.7M	Buy	511,085 +464,296	+992%	+$37.5M	0.07%	344
2023 Q4	$3.65M	Buy	46,789 +43,681	+1,405%	+$3.26M	0.01%	1202
2023 Q3	$225K	Sell	3,108 -3,663	-54%	-$273K	﹤0.01%	2354
2023 Q2	$575K	Buy	6,771 +3,067	+83%	+$224K	﹤0.01%	1481
2023 Q1	$269K	Sell	3,704 -73,972	-95%	-$5.32M	﹤0.01%	1805
2022 Q4	$5.6M	Buy	77,676 +47,115	+154%	+$3.35M	0.03%	630
2022 Q3	$2.02M	Buy	+30,561	New	+$2.2M	0.01%	922
2022 Q2	–	Sell	-247,756	Closed	-$19.2M	–	3156
2022 Q1	$19.2M	Sell	247,756 -232,164	-48%	-$17.6M	0.16%	163
2021 Q4	$38.8M	Buy	+479,920	New	+$37.2M	0.3%	44
2021 Q2	–	Sell	-438,974	Closed	-$30.4M	–	2822
2021 Q1	$30.4M	Buy	438,974 +180,157	+70%	+$12.2M	0.48%	28
2020 Q4	$17.6M	Sell	258,817 -372,111	-59%	-$24.5M	0.25%	72
2020 Q3	$40.2M	Buy	630,928 +300,980	+91%	+$19.1M	0.57%	18
2020 Q2	$20M	Buy	329,948 +242,594	+278%	+$14.4M	0.29%	63
2020 Q1	$4.72M	Sell	87,354 -67,358	-44%	-$4.27M	0.19%	96
2019 Q4	$10.1M	Buy	+154,712	New	+$9.94M	0.32%	44

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Qube Research & Technologies (QRT)'s USMV Position: Q2 2026 in Review

Qube Research & Technologies (QRT) increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1,257% in Q2 2026, buying an estimated $63.4M and bringing the position to 721,422 shares worth $69.6M. The position accounts for 0.06% of the portfolio, ranked #392.

Qube Research & Technologies (QRT) first reported a position in USMV in Q4 2019 and has held it in 24 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Qube Research & Technologies (QRT) held 721,422 shares of iShares MSCI USA Min Vol Factor ETF worth $69.6M as of Q2 2026.
Qube Research & Technologies (QRT) bought 668,246 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $63.4M.
iShares MSCI USA Min Vol Factor ETF made up 0.06% of Qube Research & Technologies (QRT)'s portfolio in Q2 2026, its #392 holding.
Qube Research & Technologies (QRT) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 24 quarters since.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.