UBS Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

UBS Group’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
2023 Q1	–	Sell	-700	Closed	-$50.5K	–	10416
2022 Q4	$50.5K	Buy	+700	New	+$49.8K	﹤0.01%	6765
2020 Q1	–	Sell	-12,400	Closed	-$813K	–	8441
2019 Q4	$813K	Buy	+12,400	New	+$796K	﹤0.01%	4405
2018 Q4	–	Sell	-500	Closed	-$29K	–	8310
2018 Q3	$29K	Buy	+500	New	+$27.9K	﹤0.01%	6569
2018 Q2	–	Sell	-200	Closed	-$10K	–	8273
2018 Q1	$10K	Sell	200 -19,200	-99%	-$1.02M	﹤0.01%	6879
2017 Q4	$1.02M	Buy	19,400 +19,300	+19,300%	+$1M	﹤0.01%	3769
2017 Q3	$5K	Sell	100 -100	-50%	-$4.99K	﹤0.01%	7240
2017 Q2	$10K	Buy	+200	New	+$9.74K	﹤0.01%	6784
2016 Q4	–	Sell	-26,600	Closed	-$1.21M	–	8053
2016 Q3	$1.21M	Buy	+26,600	New	+$1.23M	﹤0.01%	3282
2015 Q4	–	Sell	-6,100	Closed	-$242K	–	8595
2015 Q3	$242K	Buy	+6,100	New	+$249K	﹤0.01%	4477

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

UBS Group's USMV Position: Q2 2026 in Review

UBS Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.4% in Q2 2026, selling an estimated $10.3M and leaving 3,119,340 shares worth $301M. The position accounts for 0.04% of the portfolio, ranked #467.

UBS Group first reported a position in USMV in Q4 2014 and has held it in 47 quarters since. The position peaked at $650M in Q3 2019. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

UBS Group held 3,119,340 shares of iShares MSCI USA Min Vol Factor ETF worth $301M as of Q2 2026.
UBS Group sold 108,568 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $10.3M.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of UBS Group's portfolio in Q2 2026, its #467 holding.
UBS Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2014 and has held it in 47 quarters since.
UBS Group's iShares MSCI USA Min Vol Factor ETF position peaked at $650M in Q3 2019.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.