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SVB Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-1,566
Closed -$147K – 1565
2025
Q1 		$147K Buy
+1,566
New +$144K 0.01% 351
2024
Q3 		– Sell
-4,385
Closed -$368K – 583
2024
Q2 		$368K Sell
4,385
-1,975
-31% -$163K 0.01% 501
2024
Q1 		$532K Sell
6,360
-3,919
-38% -$316K 0.01% 460
2023
Q4 		$802K Buy
10,279
+2,135
+26% +$159K 0.02% 373
2023
Q3 		$589K Buy
8,144
+1,868
+30% +$139K 0.01% 416
2023
Q2 		$466K Sell
6,276
-50,352
-89% -$3.68M 0.01% 510
2023
Q1 		$4.12M Buy
56,628
+4,802
+9% +$345K 0.06% 188
2022
Q4 		$3.74M Buy
51,826
+29,670
+134% +$2.11M 0.05% 197
2022
Q3 		$1.47M Buy
22,156
+17,748
+403% +$1.28M 0.02% 298
2022
Q2 		$309K Hold
4,408
– – ﹤0.01% 550
2022
Q1 		$342K Buy
4,408
+115
+3% +$8.71K ﹤0.01% 550
2021
Q4 		$347K Sell
4,293
-131
-3% -$10.1K 0.01% 537
2021
Q3 		$325K Buy
4,424
+36
+0.8% +$2.74K ﹤0.01% 752
2021
Q2 		$323K Buy
4,388
+28
+0.6% +$2.02K ﹤0.01% 730
2021
Q1 		$302K Buy
4,360
+67
+2% +$4.53K ﹤0.01% 686
2020
Q4 		$291K Hold
4,293
– – ﹤0.01% 628
2020
Q3 		$274K Buy
+4,293
New +$272K ﹤0.01% 548

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SVB Wealth's USMV Position: Q2 2025 in Review

SVB Wealth sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 1,566 shares — an estimated $147K sold.

SVB Wealth first reported a position in USMV in Q3 2020 and held it in 17 quarters. The position peaked at $4.12M in Q1 2023. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • SVB Wealth reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,566 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $147K.
  • SVB Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and held it in 17 quarters.
  • SVB Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $4.12M in Q1 2023.
  • 1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.