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UMB Bank’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

UMB Bank’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 		$5.86M Buy
63,172
+21,852
+53% +$2.08M 0.08% 156
2025
Q4 		$3.89M Buy
41,320
+1,457
+4% +$137K 0.05% 203
2025
Q3 		$3.79M Buy
39,863
+14,468
+57% +$1.36M 0.06% 186
2025
Q2 		$2.38M Sell
25,395
-193
-0.8% -$17.8K 0.04% 229
2025
Q1 		$2.4M Sell
25,588
-3,635
-12% -$335K 0.04% 222
2024
Q4 		$2.59M Sell
29,223
-5,178
-15% -$475K 0.04% 217
2024
Q3 		$3.14M Buy
34,401
+7,365
+27% +$649K 0.05% 199
2024
Q2 		$2.27M Sell
27,036
-3,538
-12% -$292K 0.04% 226
2024
Q1 		$2.56M Sell
30,574
-846
-3% -$68.3K 0.04% 217
2023
Q4 		$2.45M Sell
31,420
-1,217
-4% -$90.8K 0.04% 226
2023
Q3 		$2.36M Sell
32,637
-23,191
-42% -$1.73M 0.04% 222
2023
Q2 		$4.15M Sell
55,828
-7,075
-11% -$517K 0.06% 183
2023
Q1 		$4.58M Sell
62,903
-1,987
-3% -$143K 0.07% 178
2022
Q4 		$4.68M Sell
64,890
-19,363
-23% -$1.38M 0.07% 178
2022
Q3 		$5.57M Sell
84,253
-30,577
-27% -$2.2M 0.09% 166
2022
Q2 		$8.06M Sell
114,830
-12,493
-10% -$915K 0.13% 154
2022
Q1 		$9.88M Sell
127,323
-9,878
-7% -$748K 0.13% 153
2021
Q4 		$11.1M Buy
137,201
+91,664
+201% +$7.1M 0.14% 149
2021
Q3 		$3.35M Sell
45,537
-6,226
-12% -$474K 0.08% 162
2021
Q2 		$3.81M Sell
51,763
-3,707
-7% -$268K 0.09% 148
2021
Q1 		$3.84M Sell
55,470
-22,696
-29% -$1.53M 0.09% 146
2020
Q4 		$5.31M Buy
78,166
+1,243
+2% +$81.8K 0.14% 124
2020
Q3 		$4.66M Hold
76,923
– – 0.14% 126
2020
Q2 		$4.66M Buy
76,923
+2,184
+3% +$130K 0.14% 126
2020
Q1 		$4.04M Buy
74,739
+6,323
+9% +$401K 0.14% 121
2019
Q4 		$4.49M Buy
68,416
+1,588
+2% +$102K 0.12% 125
2019
Q3 		$4.28K Sell
66,828
-39,813
-37% -$2.52M 0.1% 133
2019
Q2 		$6.58K Buy
106,641
+5,275
+5% +$317K 0.16% 96
2019
Q1 		$5.96M Sell
101,366
-11,127
-10% -$623K 0.18% 105
2018
Q4 		$5.89K Sell
112,493
-655
-0.6% -$36K 0.18% 98
2018
Q3 		$6.45M Sell
113,148
-1,314
-1% -$73.2K 0.19% 103
2018
Q2 		$6.08M Sell
114,462
-2,239
-2% -$118K 0.19% 104
2018
Q1 		$6.06M Sell
116,701
-60,895
-34% -$3.22M 0.2% 109
2017
Q4 		$9.37M Sell
177,596
-5,988
-3% -$311K 0.31% 78
2017
Q3 		$9.24M Sell
183,584
-825
-0.4% -$41.1K 0.32% 78
2017
Q2 		$9.02M Sell
184,409
-76,884
-29% -$3.74M 0.32% 76
2017
Q1 		$12.5M Buy
261,293
+19,196
+8% +$899K 0.44% 69
2016
Q4 		$10.9M Buy
242,097
+31,900
+15% +$1.42M 0.4% 71
2016
Q3 		$9.55M Sell
210,197
-47,192
-18% -$2.18M 0.38% 67
2016
Q2 		$11.9M Buy
257,389
+91,976
+56% +$4.09M 0.5% 62
2016
Q1 		$7.27M Buy
165,413
+49,559
+43% +$2.06M 0.31% 78
2015
Q4 		$4.84M Buy
+115,854
New +$4.83M 0.21% 101

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 $4.65B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UMB Bank's USMV Position: Q1 2026 in Review

UMB Bank increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 53% in Q1 2026, buying an estimated $2.08M and bringing the position to 63,172 shares worth $5.86M. The position accounts for 0.08% of the portfolio, ranked #156.

UMB Bank first reported a position in USMV in Q4 2015 and has held it in 42 quarters since. The position peaked at $12.5M in Q1 2017. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • UMB Bank held 63,172 shares of iShares MSCI USA Min Vol Factor ETF worth $5.86M as of Q1 2026.
  • UMB Bank bought 21,852 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $2.08M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.08% of UMB Bank's portfolio in Q1 2026, its #156 holding.
  • UMB Bank first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and has held it in 42 quarters since.
  • UMB Bank's iShares MSCI USA Min Vol Factor ETF position peaked at $12.5M in Q1 2017.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.