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TIAA Wealth Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

TIAA Wealth Investment 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
-380
Closed -$34.8K – 635
2026
Q1 		$34.8K Buy
+380
New +$36.1K ﹤0.01% 435

Other funds holding USMV

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Morgan Stanley New York $1.89T AUM 35.08% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Wealth Investment Management's USMV Position: Q2 2026 in Review

TIAA Wealth Investment Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 380 shares — an estimated $34.8K sold.

TIAA Wealth Investment Management first reported a position in USMV in Q1 2026 and held it in 1 quarter. The position peaked at $34.8K in Q1 2026. 1,330 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • TIAA Wealth Investment Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • TIAA Wealth Investment Management sold 380 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $34.8K.
  • TIAA Wealth Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2026 and held it in 1 quarter.
  • TIAA Wealth Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $34.8K in Q1 2026.
  • 1,330 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.