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Scotia Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Scotia Capital’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 		$1.65M Buy
17,100
+34
+0.2% +$3.23K 0.01% 512
2026
Q1 		$1.58M Sell
17,066
-1,969
-10% -$187K 0.01% 503
2025
Q4 		$1.79M Sell
19,035
-3,362
-15% -$317K 0.01% 473
2025
Q3 		$2.13M Buy
22,397
+893
+4% +$83.6K 0.01% 439
2025
Q2 		$2.02M Buy
21,504
+1,412
+7% +$130K 0.01% 420
2025
Q1 		$1.88M Buy
20,092
+1,149
+6% +$106K 0.01% 410
2024
Q4 		$1.68M Buy
18,943
+650
+4% +$59.6K 0.01% 436
2024
Q3 		$1.67M Buy
18,293
+8,149
+80% +$718K 0.01% 416
2024
Q2 		$852K Buy
10,144
+403
+4% +$33.2K 0.01% 519
2024
Q1 		$814K Buy
9,741
+140
+1% +$11.3K ﹤0.01% 529
2023
Q4 		$749K Buy
9,601
+1,282
+15% +$95.7K ﹤0.01% 511
2023
Q3 		$602K Sell
8,319
-3,843
-32% -$287K ﹤0.01% 528
2023
Q2 		$904K Sell
12,162
-462
-4% -$33.8K 0.01% 466
2023
Q1 		$918K Buy
12,624
+120
+1% +$8.63K 0.01% 454
2022
Q4 		$902K Buy
12,504
+553
+5% +$39.4K 0.01% 471
2022
Q3 		$790K Buy
11,951
+2,172
+22% +$157K 0.01% 482
2022
Q2 		$687K Sell
9,779
-1,410
-13% -$103K 0.01% 523
2022
Q1 		$868K Sell
11,189
-1,476
-12% -$112K 0.01% 533
2021
Q4 		$1.02M Buy
12,665
+8,750
+223% +$678K 0.01% 516
2021
Q3 		$288K Buy
+3,915
New +$298K ﹤0.01% 729
2020
Q4 		– Sell
-3,640
Closed -$232K – 790
2020
Q3 		$232K Sell
3,640
-3,659
-50% -$232K ﹤0.01% 630
2020
Q2 		$443K Sell
7,299
-33,355
-82% -$1.98M 0.01% 440
2020
Q1 		$2.2M Sell
40,654
-25,445
-38% -$1.61M 0.03% 235
2019
Q4 		$4.34M Buy
66,099
+23,566
+55% +$1.51M 0.05% 191
2019
Q3 		$2.73M Sell
42,533
-2,356
-5% -$149K 0.03% 244
2019
Q2 		$2.77M Buy
44,889
+40,897
+1,024% +$2.46M 0.03% 244
2019
Q1 		$235K Buy
+3,992
New +$224K ﹤0.01% 624
2018
Q1 		– Sell
-10,480
Closed -$553K – 750
2017
Q4 		$553K Buy
10,480
+6,191
+144% +$321K 0.01% 508
2017
Q3 		$216K Buy
+4,289
New +$214K ﹤0.01% 644

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Scotia Capital's USMV Position: Q2 2026 in Review

Scotia Capital increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.2% in Q2 2026, buying an estimated $3.23K and bringing the position to 17,100 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #512.

Scotia Capital first reported a position in USMV in Q3 2017 and has held it in 29 quarters since. The position peaked at $4.34M in Q4 2019. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Scotia Capital held 17,100 shares of iShares MSCI USA Min Vol Factor ETF worth $1.65M as of Q2 2026.
  • Scotia Capital bought 34 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $3.23K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Scotia Capital's portfolio in Q2 2026, its #512 holding.
  • Scotia Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2017 and has held it in 29 quarters since.
  • Scotia Capital's iShares MSCI USA Min Vol Factor ETF position peaked at $4.34M in Q4 2019.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Scotia Capital's 13F filing for Q2 2026, filed 11 Aug 2026.