Royal Bank of Canada
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Royal Bank of Canada’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Royal Bank of Canada’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 		$145M Sell
1,558,899
-104,738
-6% -$9.95M 0.03% 511
2025
Q4 		$157M Buy
1,663,637
+39,271
+2% +$3.7M 0.03% 500
2025
Q3 		$155M Buy
1,624,366
+104,553
+7% +$9.79M 0.03% 515
2025
Q2 		$143M Sell
1,519,813
-208,595
-12% -$19.2M 0.03% 492
2025
Q1 		$162M Buy
1,728,408
+91,185
+6% +$8.39M 0.03% 398
2024
Q4 		$145M Sell
1,637,223
-55,901
-3% -$5.13M 0.03% 442
2024
Q3 		$155M Sell
1,693,124
-53,101
-3% -$4.68M 0.03% 432
2024
Q2 		$147M Sell
1,746,225
-95,898
-5% -$7.9M 0.03% 408
2024
Q1 		$154M Sell
1,842,123
-355,302
-16% -$28.7M 0.04% 379
2023
Q4 		$171M Buy
2,197,425
+36,957
+2% +$2.76M 0.04% 365
2023
Q3 		$156M Buy
2,160,468
+169,443
+9% +$12.6M 0.04% 351
2023
Q2 		$148M Buy
1,991,025
+43,323
+2% +$3.17M 0.04% 374
2023
Q1 		$142M Sell
1,947,702
-98,043
-5% -$7.05M 0.04% 379
2022
Q4 		$147M Sell
2,045,745
-3,554
-0.2% -$253K 0.04% 376
2022
Q3 		$135M Sell
2,049,299
-22,693
-1% -$1.64M 0.04% 364
2022
Q2 		$145M Sell
2,071,992
-235,435
-10% -$17.2M 0.04% 345
2022
Q1 		$179M Buy
2,307,427
+10,123
+0.4% +$766K 0.04% 323
2021
Q4 		$186M Sell
2,297,304
-138,186
-6% -$10.7M 0.04% 342
2021
Q3 		$179M Buy
2,435,490
+16,149
+0.7% +$1.23M 0.05% 327
2021
Q2 		$178M Sell
2,419,341
-46,472
-2% -$3.36M 0.05% 330
2021
Q1 		$171M Sell
2,465,813
-253,900
-9% -$17.2M 0.05% 323
2020
Q4 		$185M Sell
2,719,713
-55,721
-2% -$3.67M 0.05% 299
2020
Q3 		$177M Buy
2,775,434
+221,585
+9% +$14.1M 0.06% 259
2020
Q2 		$155M Sell
2,553,849
-303,758
-11% -$18M 0.06% 266
2020
Q1 		$154M Buy
2,857,607
+71,584
+3% +$4.54M 0.07% 223
2019
Q4 		$183M Buy
2,786,023
+105,672
+4% +$6.79M 0.07% 258
2019
Q3 		$172M Buy
2,680,351
+456,673
+21% +$28.9M 0.07% 248
2019
Q2 		$137M Buy
2,223,678
+606,739
+38% +$36.4M 0.06% 282
2019
Q1 		$95.1M Buy
1,616,939
+387,588
+32% +$21.7M 0.04% 354
2018
Q4 		$64.4M Buy
1,229,351
+378,793
+45% +$20.8M 0.03% 446
2018
Q3 		$48.5M Buy
850,558
+15,271
+2% +$851K 0.02% 598
2018
Q2 		$44.4M Sell
835,287
-17,654
-2% -$929K 0.02% 616
2018
Q1 		$44.3M Buy
852,941
+20,082
+2% +$1.06M 0.02% 637
2017
Q4 		$44M Sell
832,859
-14,965
-2% -$776K 0.02% 668
2017
Q3 		$42.7M Sell
847,824
-37,494
-4% -$1.87M 0.02% 645
2017
Q2 		$43.3M Buy
885,318
+33,085
+4% +$1.61M 0.02% 606
2017
Q1 		$40.7M Sell
852,233
-74,422
-8% -$3.48M 0.02% 612
2016
Q4 		$41.9M Sell
926,655
-3,768,969
-80% -$168M 0.02% 606
2016
Q3 		$213M Sell
4,695,624
-233,763
-5% -$10.8M 0.12% 146
2016
Q2 		$228M Buy
4,929,387
+229,427
+5% +$10.2M 0.14% 121
2016
Q1 		$206M Buy
4,699,960
+3,619,193
+335% +$151M 0.13% 122
2015
Q4 		$45.2M Buy
1,080,767
+400,218
+59% +$16.7M 0.03% 487
2015
Q3 		$26.9M Buy
680,549
+26,042
+4% +$1.06M 0.02% 612
2015
Q2 		$26.4M Buy
654,507
+120,028
+22% +$4.96M 0.02% 664
2015
Q1 		$22.1M Sell
534,479
-43,729
-8% -$1.8M 0.02% 764
2014
Q4 		$23.4M Buy
578,208
+219,564
+61% +$8.64M 0.02% 762
2014
Q3 		$13.5M Buy
358,644
+91,067
+34% +$3.42M 0.01% 1043
2014
Q2 		$9.96M Buy
267,577
+15,277
+6% +$559K 0.01% 1228
2014
Q1 		$9.1M Sell
252,300
-5,708
-2% -$202K 0.01% 1216
2013
Q4 		$9.16M Buy
258,008
+89,357
+53% +$3.1M 0.01% 1250
2013
Q3 		$5.61M Sell
168,651
-2,844
-2% -$95K ﹤0.01% 1513
2013
Q2 		$5.59M Buy
+171,495
New +$5.7M ﹤0.01% 1383

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 $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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Royal Bank of Canada's USMV Position: Q1 2026 in Review

Royal Bank of Canada reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.3% in Q1 2026, selling an estimated $9.95M and leaving 1,558,899 shares worth $145M. The position accounts for 0.03% of the portfolio, ranked #511.

Royal Bank of Canada first reported a position in USMV in Q2 2013 and has held it in 52 quarters since. The position peaked at $228M in Q2 2016. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Royal Bank of Canada held 1,558,899 shares of iShares MSCI USA Min Vol Factor ETF worth $145M as of Q1 2026.
  • Royal Bank of Canada sold 104,738 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $9.95M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.03% of Royal Bank of Canada's portfolio in Q1 2026, its #511 holding.
  • Royal Bank of Canada first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 52 quarters since.
  • Royal Bank of Canada's iShares MSCI USA Min Vol Factor ETF position peaked at $228M in Q2 2016.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.