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 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 $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sugar Maple Asset Management's USMV Position: Q1 2026 in Review

Sugar Maple Asset Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.08% in Q1 2026, selling an estimated $2.56K and leaving 34,651 shares worth $3.21M. The position accounts for 1.95% of the portfolio, ranked #11.

Sugar Maple Asset Management first reported a position in USMV in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.33M in Q1 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Sugar Maple Asset Management held 34,651 shares of iShares MSCI USA Min Vol Factor ETF worth $3.21M as of Q1 2026.
Sugar Maple Asset Management sold 27 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $2.56K.
iShares MSCI USA Min Vol Factor ETF made up 1.95% of Sugar Maple Asset Management's portfolio in Q1 2026, its #11 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 9 quarters since.
Sugar Maple Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $4.33M in Q1 2025.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.