Sugar Maple Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sugar Maple Asset Management’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	$3.14M	Sell	32,549 -2,102	-6%	-$199K	2.02%	12
2026 Q1	$3.21M	Sell	34,651 -27	-0.1%	-$2.56K	1.95%	11
2025 Q4	$3.27M	Sell	34,678 -2,167	-6%	-$204K	2.2%	13
2025 Q3	$3.51M	Buy	36,845 +689	+2%	+$64.5K	2.51%	11
2025 Q2	$3.39M	Sell	36,156 -10,050	-22%	-$925K	2.65%	12
2025 Q1	$4.33M	Buy	46,206 +931	+2%	+$85.7K	3.41%	9
2024 Q4	$4.02M	Sell	45,275 -798	-2%	-$73.2K	3.06%	10
2024 Q3	$4.21M	Buy	46,073 +889	+2%	+$78.4K	3.65%	9
2024 Q2	$3.79M	Buy	45,184 +1,001	+2%	+$82.5K	3.67%	10
2024 Q1	$3.69M	Buy	+44,183	New	+$3.56M	3.56%	8

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sugar Maple Asset Management's USMV Position: Q2 2026 in Review

Sugar Maple Asset Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.1% in Q2 2026, selling an estimated $199K and leaving 32,549 shares worth $3.14M. The position accounts for 2.02% of the portfolio, ranked #12.

Sugar Maple Asset Management first reported a position in USMV in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.33M in Q1 2025. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Sugar Maple Asset Management held 32,549 shares of iShares MSCI USA Min Vol Factor ETF worth $3.14M as of Q2 2026.
Sugar Maple Asset Management sold 2,102 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $199K.
iShares MSCI USA Min Vol Factor ETF made up 2.02% of Sugar Maple Asset Management's portfolio in Q2 2026, its #12 holding.
Sugar Maple Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and has held it in 10 quarters since.
Sugar Maple Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $4.33M in Q1 2025.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Sugar Maple Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.