StoneX Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $886K | Buy |
9,250
+2,281
| +33% | +$216K | 0.04% | 393 |
|
|
2026
Q1 | $646K | Sell |
6,969
-1,059
| -13% | -$101K | 0.03% | 355 |
|
|
2025
Q4 | $756K | Sell |
8,028
-456
| -5% | -$43K | 0.03% | 418 |
|
|
2025
Q3 | $807K | Buy |
8,484
+996
| +13% | +$93.3K | 0.04% | 413 |
|
|
2025
Q2 | $703K | Sell |
7,488
-2,501
| -25% | -$230K | 0.03% | 417 |
|
|
2025
Q1 | $936K | Buy |
9,989
+786
| +9% | +$72.3K | 0.05% | 305 |
|
|
2024
Q4 | $817K | Buy |
+9,203
| New | +$844K | 0.04% | 332 |
|
|
2023
Q1 | – | Sell |
-12,824
| Closed | -$925K | – | 667 |
|
|
2022
Q4 | $925K | Sell |
12,824
-625
| -5% | -$44.5K | 0.13% | 121 |
|
|
2022
Q3 | $892K | Sell |
13,449
-3,406
| -20% | -$246K | 0.17% | 104 |
|
|
2022
Q2 | $1.18M | Buy |
16,855
+3,385
| +25% | +$248K | 0.19% | 86 |
|
|
2022
Q1 | $1.04M | Buy |
13,470
+77
| +0.6% | +$5.83K | 0.1% | 179 |
|
|
2021
Q4 | $1.08M | Buy |
13,393
+681
| +5% | +$52.7K | 0.12% | 161 |
|
|
2021
Q3 | $934K | Sell |
12,712
-3,386
| -21% | -$258K | 0.13% | 166 |
|
|
2021
Q2 | $1.19M | Sell |
16,098
-3,256
| -17% | -$235K | 0.18% | 122 |
|
|
2021
Q1 | $1.34M | Sell |
19,354
-6,894
| -26% | -$466K | 0.24% | 77 |
|
|
2020
Q4 | $1.78M | Sell |
26,248
-3,609
| -12% | -$238K | 0.39% | 40 |
|
|
2020
Q3 | $1.9M | Buy |
29,857
+3,084
| +12% | +$196K | 0.61% | 31 |
|
|
2020
Q2 | $1.62M | Sell |
26,773
-2,939
| -10% | -$174K | 0.62% | 29 |
|
|
2020
Q1 | $1.6M | Sell |
29,712
-5,113
| -15% | -$324K | 0.85% | 22 |
|
|
2019
Q4 | $2.29M | Buy |
34,825
+11,003
| +46% | +$707K | 0.93% | 19 |
|
|
2019
Q3 | $1.53M | Buy |
23,822
+7,611
| +47% | +$482K | 0.95% | 17 |
|
|
2019
Q2 | $1M | Buy |
16,211
+8,269
| +104% | +$496K | 0.64% | 43 |
|
|
2019
Q1 | $467K | Buy |
7,942
+1,159
| +17% | +$64.9K | 0.36% | 92 |
|
|
2018
Q4 | $356K | Buy |
6,783
+197
| +3% | +$10.8K | 0.34% | 102 |
|
|
2018
Q3 | $376K | Buy |
6,586
+39
| +0.6% | +$2.17K | 0.28% | 130 |
|
|
2018
Q2 | $348K | Buy |
6,547
+123
| +2% | +$6.47K | 0.3% | 117 |
|
|
2018
Q1 | $334K | Buy |
6,424
+2,518
| +64% | +$133K | 0.32% | 123 |
|
|
2017
Q4 | $206K | Buy |
+3,906
| New | +$203K | 0.22% | 187 |
|
|
2017
Q3 | – | Sell |
-4,939
| Closed | -$242K | – | 348 |
|
|
2017
Q2 | $242K | Sell |
4,939
-15,801
| -76% | -$770K | 0.08% | 325 |
|
|
2017
Q1 | $938K | Sell |
20,740
-124
| -0.6% | -$5.81K | 2.1% | 16 |
|
|
2016
Q4 | $943K | Buy |
20,864
+8,333
| +66% | +$372K | 1.65% | 19 |
|
|
2016
Q3 | $569K | Buy |
+12,531
| New | +$580K | 1.27% | 33 |
|
Other funds holding USMV
CCA
MRC
StoneX Group's USMV Position: Q2 2026 in Review
StoneX Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 33% in Q2 2026, buying an estimated $216K and bringing the position to 9,250 shares worth $886K. The position accounts for 0.04% of the portfolio, ranked #393.
StoneX Group first reported a position in USMV in Q3 2016 and has held it in 32 quarters since. The position peaked at $2.29M in Q4 2019. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.
- StoneX Group held 9,250 shares of iShares MSCI USA Min Vol Factor ETF worth $886K as of Q2 2026.
- StoneX Group bought 2,281 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $216K.
- iShares MSCI USA Min Vol Factor ETF made up 0.04% of StoneX Group's portfolio in Q2 2026, its #393 holding.
- StoneX Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2016 and has held it in 32 quarters since.
- StoneX Group's iShares MSCI USA Min Vol Factor ETF position peaked at $2.29M in Q4 2019.
- 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.
Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.