SMFG
USMV icon

Sumitomo Mitsui Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sumitomo Mitsui Financial Group’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 		– Sell
-10
Closed -$927 – 249
2026
Q1 		$927 Sell
10
-349
-97% -$33.1K ﹤0.01% 190
2025
Q4 		$33.8K Hold
359
– – ﹤0.01% 163
2025
Q3 		$34.1K Hold
359
– – ﹤0.01% 152
2025
Q2 		$33.7K Sell
359
-5
-1% -$460 ﹤0.01% 200
2025
Q1 		$34.1K Sell
364
-60
-14% -$5.52K ﹤0.01% 154
2024
Q4 		$37.6K Hold
424
– – ﹤0.01% 140
2024
Q3 		$38.7K Sell
424
-145
-25% -$12.8K ﹤0.01% 153
2024
Q2 		$47.7K Sell
569
-194
-25% -$16K ﹤0.01% 156
2024
Q1 		$63.8K Sell
763
-140
-16% -$11.3K ﹤0.01% 149
2023
Q4 		$70.5K Sell
903
-46
-5% -$3.43K ﹤0.01% 136
2023
Q3 		$68.7K Sell
949
-17
-2% -$1.27K ﹤0.01% 133
2023
Q2 		$71.8K Sell
966
-65
-6% -$4.75K ﹤0.01% 142
2023
Q1 		$75K Sell
1,031
-70
-6% -$5.03K ﹤0.01% 141
2022
Q4 		$79.4K Buy
1,101
+5
+0.5% +$356 ﹤0.01% 147
2022
Q3 		$72K Sell
1,096
-45
-4% -$3.24K ﹤0.01% 168
2022
Q2 		$80K Sell
1,141
-106
-9% -$7.76K ﹤0.01% 181
2022
Q1 		$97K Buy
1,247
+237
+23% +$17.9K ﹤0.01% 166
2021
Q4 		$82K Sell
1,010
-39
-4% -$3.02K ﹤0.01% 165
2021
Q3 		$77K Sell
1,049
-189
-15% -$14.4K ﹤0.01% 162
2021
Q2 		$91K Sell
1,238
-629
-34% -$45.4K ﹤0.01% 142
2021
Q1 		$129K Sell
1,867
-103
-5% -$6.96K ﹤0.01% 148
2020
Q4 		$134K Sell
1,970
-590
-23% -$38.8K ﹤0.01% 128
2020
Q3 		$163K Sell
2,560
-5,156
-67% -$327K 0.01% 125
2020
Q2 		$468K Sell
7,716
-668
-8% -$39.6K 0.02% 89
2020
Q1 		$453K Buy
8,384
+4,598
+121% +$292K 0.02% 95
2019
Q4 		$249K Buy
3,786
+3,261
+621% +$209K 0.02% 100
2019
Q3 		$34K Buy
+525
New +$33.3K ﹤0.01% 123

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Financial Group's USMV Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 10 shares — an estimated $927 sold.

Sumitomo Mitsui Financial Group first reported a position in USMV in Q3 2019 and held it in 27 quarters. The position peaked at $468K in Q2 2020. 1,378 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Sumitomo Mitsui Financial Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 10 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $927.
  • Sumitomo Mitsui Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 27 quarters.
  • Sumitomo Mitsui Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $468K in Q2 2020.
  • 1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.