Sugar Maple Asset Management
USMV icon

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
Q3 		$3.18M Buy
32,611
+62
+0.2% +$6.14K 1.81% 14
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

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Catalyst Capital Advisors
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Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apollon Wealth Management
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Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Sugar Maple Asset Management's USMV Position: Q3 2026 in Review

Sugar Maple Asset Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.19% in Q3 2026, buying an estimated $6.14K and bringing the position to 32,611 shares worth $3.18M. The position accounts for 1.81% of the portfolio, ranked #14.

Sugar Maple Asset Management first reported a position in USMV in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.33M in Q1 2025. 846 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Sugar Maple Asset Management held 32,611 shares of iShares MSCI USA Min Vol Factor ETF worth $3.18M as of Q3 2026.
  • Sugar Maple Asset Management bought 62 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $6.14K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.81% of Sugar Maple Asset Management's portfolio in Q3 2026, its #14 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 11 quarters since.
  • Sugar Maple Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $4.33M in Q1 2025.
  • 846 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.