TIAA Trust, National Association’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

TIAA Trust, National Association’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	–	Sell	-7,450	Closed	-$701K	–	647
2025 Q4	$701K	Sell	7,450 -2	-0%	-$188	﹤0.01%	429
2025 Q3	$709K	Sell	7,452 -4,717	-39%	-$442K	﹤0.01%	433
2025 Q2	$1.14M	Buy	12,169 +461	+4%	+$42.4K	﹤0.01%	362
2025 Q1	$1.1M	Buy	11,708 +1	+0%	+$92	﹤0.01%	352
2024 Q4	$1.04M	Buy	11,707 +493	+4%	+$45.2K	﹤0.01%	356
2024 Q3	$1.02M	Buy	11,214 +1,300	+13%	+$115K	﹤0.01%	365
2024 Q2	$832K	Sell	9,914 -244	-2%	-$20.1K	﹤0.01%	375
2024 Q1	$849K	Sell	10,158 -369	-4%	-$29.8K	﹤0.01%	368
2023 Q4	$821K	Sell	10,527 -476	-4%	-$35.5K	﹤0.01%	359
2023 Q3	$796K	Buy	+11,003	New	+$820K	﹤0.01%	357

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA Trust, National Association's USMV Position: Q1 2026 in Review

TIAA Trust, National Association sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 7,450 shares — an estimated $701K sold.

TIAA Trust, National Association first reported a position in USMV in Q3 2023 and held it in 10 quarters. The position peaked at $1.14M in Q2 2025. 1,365 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

TIAA Trust, National Association reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
TIAA Trust, National Association sold 7,450 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $701K.
TIAA Trust, National Association first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and held it in 10 quarters.
TIAA Trust, National Association's iShares MSCI USA Min Vol Factor ETF position peaked at $1.14M in Q2 2025.
1,365 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.