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

Squarepoint’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 		$4.56M Buy
47,281
+33,217
+236% +$3.15M 0.01% 1655
2026
Q1 		$1.3M Buy
+14,064
New +$1.34M ﹤0.01% 2548
2025
Q3 		– Sell
-40,614
Closed -$3.81M – 5034
2025
Q2 		$3.81M Buy
+40,614
New +$3.74M ﹤0.01% 1645
2025
Q1 		– Sell
-65,856
Closed -$5.85M – 5458
2024
Q4 		$5.85M Buy
65,856
+42,944
+187% +$3.94M 0.01% 1511
2024
Q3 		$2.09M Sell
22,912
-186,190
-89% -$16.4M ﹤0.01% 2038
2024
Q2 		$17.6M Sell
209,102
-149,783
-42% -$12.3M 0.03% 652
2024
Q1 		$30M Sell
358,885
-90,411
-20% -$7.29M 0.05% 444
2023
Q4 		$35.1M Buy
+449,296
New +$33.5M 0.07% 326
2022
Q3 		– Sell
-15,271
Closed -$1.07M – 3470
2022
Q2 		$1.07M Sell
15,271
-19,314
-56% -$1.41M 0.01% 1559
2022
Q1 		$2.68M Buy
+34,585
New +$2.62M 0.01% 980
2021
Q4 		– Sell
-158,546
Closed -$11.7M – 3543
2021
Q3 		$11.7M Buy
158,546
+80,395
+103% +$6.12M 0.03% 446
2021
Q2 		$5.75M Buy
78,151
+62,454
+398% +$4.51M 0.02% 666
2021
Q1 		$1.09M Sell
15,697
-28,396
-64% -$1.92M 0.01% 1441
2020
Q4 		$2.99M Sell
44,093
-52,043
-54% -$3.43M 0.02% 720
2020
Q3 		$6.13M Sell
96,136
-208,691
-68% -$13.2M 0.08% 297
2020
Q2 		$18.5M Buy
+304,827
New +$18.1M 0.3% 56

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

Squarepoint's USMV Position: Q2 2026 in Review

Squarepoint increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 236% in Q2 2026, buying an estimated $3.15M and bringing the position to 47,281 shares worth $4.56M. The position accounts for 0.01% of the portfolio, ranked #1655.

Squarepoint first reported a position in USMV in Q2 2020 and has held it in 16 quarters since. The position peaked at $35.1M in Q4 2023. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Squarepoint held 47,281 shares of iShares MSCI USA Min Vol Factor ETF worth $4.56M as of Q2 2026.
  • Squarepoint bought 33,217 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $3.15M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Squarepoint's portfolio in Q2 2026, its #1655 holding.
  • Squarepoint first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and has held it in 16 quarters since.
  • Squarepoint's iShares MSCI USA Min Vol Factor ETF position peaked at $35.1M in Q4 2023.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Squarepoint's 13F filing for Q2 2026, filed 14 Aug 2026.