Stifel Financial
USMV icon

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

Stifel Financial’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 		$60.9M Buy
656,306
+872
+0.1% +$82.8K 0.06% 319
2025
Q4 		$61.7M Buy
655,434
+45,471
+7% +$4.28M 0.06% 323
2025
Q3 		$58M Buy
609,963
+91,128
+18% +$8.54M 0.05% 329
2025
Q2 		$48.7M Buy
518,835
+72,016
+16% +$6.63M 0.05% 349
2025
Q1 		$41.8M Buy
446,819
+24,156
+6% +$2.22M 0.04% 363
2024
Q4 		$37.5M Buy
422,663
+1,873
+0.4% +$172K 0.04% 388
2024
Q3 		$38.4M Buy
420,790
+11,481
+3% +$1.01M 0.04% 382
2024
Q2 		$34.4M Sell
409,309
-10,773
-3% -$888K 0.04% 381
2024
Q1 		$35.1M Sell
420,082
-68,061
-14% -$5.49M 0.04% 377
2023
Q4 		$38.1M Sell
488,143
-48,606
-9% -$3.63M 0.05% 339
2023
Q3 		$38.9M Sell
536,749
-126,990
-19% -$9.47M 0.05% 306
2023
Q2 		$49.3M Sell
663,739
-14,711
-2% -$1.08M 0.07% 263
2023
Q1 		$49.4M Buy
678,450
+37,754
+6% +$2.71M 0.07% 258
2022
Q4 		$46.2M Sell
640,696
-15,380
-2% -$1.09M 0.07% 261
2022
Q3 		$43.4M Buy
656,076
+103,728
+19% +$7.48M 0.07% 265
2022
Q2 		$38.8M Buy
552,348
+52,270
+10% +$3.83M 0.06% 286
2022
Q1 		$38.8M Buy
500,078
+8,109
+2% +$614K 0.05% 299
2021
Q4 		$39.8M Buy
491,969
+95,267
+24% +$7.38M 0.05% 303
2021
Q3 		$29.2M Sell
396,702
-23,814
-6% -$1.81M 0.04% 361
2021
Q2 		$31M Sell
420,516
-32,332
-7% -$2.34M 0.05% 331
2021
Q1 		$31.3M Sell
452,848
-270,700
-37% -$18.3M 0.05% 304
2020
Q4 		$49.1M Sell
723,548
-26,953
-4% -$1.77M 0.09% 226
2020
Q3 		$47.8M Buy
750,501
+7,915
+1% +$502K 0.1% 200
2020
Q2 		$45M Sell
742,586
-29,727
-4% -$1.76M 0.1% 195
2020
Q1 		$41.7M Buy
772,313
+79,234
+11% +$5.03M 0.12% 186
2019
Q4 		$45.5M Buy
693,079
+49,613
+8% +$3.19M 0.09% 211
2019
Q3 		$41.2M Buy
643,466
+123,824
+24% +$7.85M 0.11% 201
2019
Q2 		$32.1M Buy
519,642
+23,980
+5% +$1.44M 0.08% 237
2019
Q1 		$29.2M Sell
495,662
-27,207
-5% -$1.52M 0.08% 239
2018
Q4 		$27.4M Buy
522,869
+87,198
+20% +$4.79M 0.09% 228
2018
Q3 		$24.9M Sell
435,671
-2,903
-0.7% -$162K 0.07% 268
2018
Q2 		$23.3M Sell
438,574
-61,348
-12% -$3.23M 0.07% 272
2018
Q1 		$26M Sell
499,922
-21,376
-4% -$1.13M 0.08% 247
2017
Q4 		$27.5M Buy
521,298
+40,370
+8% +$2.09M 0.09% 240
2017
Q3 		$24.2M Buy
480,928
+49,443
+11% +$2.47M 0.08% 244
2017
Q2 		$21.1M Buy
431,485
+7,577
+2% +$369K 0.08% 263
2017
Q1 		$20.2M Sell
423,908
-65,843
-13% -$3.08M 0.08% 261
2016
Q4 		$22.1M Buy
489,751
+28,216
+6% +$1.26M 0.09% 230
2016
Q3 		$20.9M Sell
461,535
-204,597
-31% -$9.47M 0.09% 231
2016
Q2 		$30.8M Buy
666,132
+91,681
+16% +$4.07M 0.14% 158
2016
Q1 		$25.2M Buy
574,451
+319,005
+125% +$13.3M 0.13% 168
2015
Q4 		$10.7M Buy
255,446
+212,907
+500% +$8.87M 0.06% 339
2015
Q3 		$1.68M Sell
42,539
-13,782
-24% -$563K 0.01% 997
2015
Q2 		$2.27M Sell
56,321
-361
-0.6% -$14.9K 0.01% 928
2015
Q1 		$2.34M Sell
56,682
-1,578
-3% -$65K 0.01% 874
2014
Q4 		$2.36M Buy
58,260
+17,036
+41% +$671K 0.01% 840
2014
Q3 		$1.55M Sell
41,224
-2,011
-5% -$75.6K 0.01% 870
2014
Q2 		$1.61M Sell
43,235
-12,075
-22% -$442K 0.01% 872
2014
Q1 		$1.99M Buy
+55,310
New +$1.96M 0.02% 751

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 $5.37B AUM 18.53% 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 $374B AUM 17.66% 1-Year Est. Return

Stifel Financial's USMV Position: Q1 2026 in Review

Stifel Financial increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.13% in Q1 2026, buying an estimated $82.8K and bringing the position to 656,306 shares worth $60.9M. The position accounts for 0.06% of the portfolio, ranked #319.

Stifel Financial first reported a position in USMV in Q1 2014 and has held it in 49 quarters since. The position peaked at $61.7M in Q4 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Stifel Financial held 656,306 shares of iShares MSCI USA Min Vol Factor ETF worth $60.9M as of Q1 2026.
  • Stifel Financial bought 872 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $82.8K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.06% of Stifel Financial's portfolio in Q1 2026, its #319 holding.
  • Stifel Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $61.7M in Q4 2025.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.