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TD Waterhouse Canada’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

TD Waterhouse Canada’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 		$2.74M Buy
29,571
+1,275
+5% +$121K 0.01% 497
2025
Q4 		$2.66M Buy
28,296
+1,851
+7% +$174K 0.02% 399
2025
Q3 		$2.51M Sell
26,445
-23,597
-47% -$2.21M 0.02% 406
2025
Q2 		$4.7M Buy
50,042
+13,208
+36% +$1.22M 0.03% 281
2025
Q1 		$3.45M Sell
36,834
-1,219
-3% -$112K 0.03% 321
2024
Q4 		$3.38M Sell
38,053
-578
-1% -$53K 0.03% 313
2024
Q3 		$3.52M Sell
38,631
-155,604
-80% -$13.7M 0.03% 312
2024
Q2 		$16.3M Sell
194,235
-45,862
-19% -$3.78M 0.15% 135
2024
Q1 		$20.9M Buy
240,097
+22,054
+10% +$1.78M 0.16% 112
2023
Q4 		$18.5M Buy
218,043
+7,399
+4% +$552K 0.17% 103
2023
Q3 		$16.3M Sell
210,644
-2,283
-1% -$170K 0.17% 105
2023
Q2 		$17.4M Sell
212,927
-3,197
-1% -$234K 0.17% 105
2023
Q1 		$16.9M Buy
216,124
+61,532
+40% +$4.42M 0.17% 99
2022
Q4 		$12.2M Buy
154,592
+3,092
+2% +$220K 0.13% 110
2022
Q3 		$11.8M Buy
151,500
+31,098
+26% +$2.24M 0.13% 108
2022
Q2 		$9.2M Sell
120,402
-301
-0.2% -$22K 0.1% 133
2022
Q1 		$10.2M Buy
120,703
+10,619
+10% +$804K 0.1% 135
2021
Q4 		$9.6M Buy
+110,084
New +$8.52M 0.09% 148

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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 $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TD Waterhouse Canada's USMV Position: Q1 2026 in Review

TD Waterhouse Canada increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.5% in Q1 2026, buying an estimated $121K and bringing the position to 29,571 shares worth $2.74M. The position accounts for 0.01% of the portfolio, ranked #497.

TD Waterhouse Canada first reported a position in USMV in Q4 2021 and has held it in 18 quarters since. The position peaked at $20.9M in Q1 2024. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • TD Waterhouse Canada held 29,571 shares of iShares MSCI USA Min Vol Factor ETF worth $2.74M as of Q1 2026.
  • TD Waterhouse Canada bought 1,275 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $121K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of TD Waterhouse Canada's portfolio in Q1 2026, its #497 holding.
  • TD Waterhouse Canada first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 18 quarters since.
  • TD Waterhouse Canada's iShares MSCI USA Min Vol Factor ETF position peaked at $20.9M in Q1 2024.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.