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

TD 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	–	Sell	-2,454	Closed	-$228K	–	1313
2026 Q1	$228K	Buy	2,454 +100	+4%	+$9.5K	﹤0.01%	1218
2025 Q4	$222K	Buy	2,354 +172	+8%	+$16.2K	﹤0.01%	1213
2025 Q3	$208K	Sell	2,182 -1	-0%	-$94	﹤0.01%	1221
2025 Q2	$205K	Buy	+2,183	New	+$201K	﹤0.01%	1177
2020 Q2	–	Sell	-30,980	Closed	-$1.67M	–	1419
2020 Q1	$1.67M	Buy	30,980 +4,445	+17%	+$282K	﹤0.01%	869
2019 Q4	$1.74M	Buy	26,535 +50	+0.2%	+$3.21K	﹤0.01%	961
2019 Q3	$1.7M	Sell	26,485 -1,291	-5%	-$81.8K	﹤0.01%	945
2019 Q2	$1.72M	Sell	27,776 -100	-0.4%	-$6K	﹤0.01%	943
2019 Q1	$1.64M	Buy	27,876 +13,600	+95%	+$762K	﹤0.01%	945
2018 Q4	$748K	Buy	+14,276	New	+$785K	﹤0.01%	1127

Other funds holding USMV

Morgan Stanley New York $1.89T AUM 35.08% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TD Asset Management's USMV Position: Q2 2026 in Review

TD Asset Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 2,454 shares — an estimated $228K sold.

TD Asset Management first reported a position in USMV in Q4 2018 and held it in 10 quarters. The position peaked at $1.74M in Q4 2019. 1,209 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

TD Asset Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
TD Asset Management sold 2,454 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $228K.
TD Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 10 quarters.
TD Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.74M in Q4 2019.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.