1620 Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

1620 Investment Advisors’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	$2.89K	Hold	30	–	–	﹤0.01%	588
2026 Q1	$2.78K	Hold	30	–	–	﹤0.01%	567
2025 Q4	$2.83K	Hold	30	–	–	﹤0.01%	565
2025 Q3	$2.85K	Hold	30	–	–	﹤0.01%	562
2025 Q2	$2.82K	Hold	30	–	–	﹤0.01%	575
2025 Q1	$2.81K	Buy	+30	New	+$2.76K	﹤0.01%	558

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

1620 Investment Advisors's USMV Position: Q2 2026 in Review

1620 Investment Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 30 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

1620 Investment Advisors first reported a position in USMV in Q1 2025 and has held it in 6 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

1620 Investment Advisors held 30 shares of iShares MSCI USA Min Vol Factor ETF worth $2.89K as of Q2 2026.
1620 Investment Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #588 holding.
1620 Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.