American Capital Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

American Capital Advisory’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	$109K	Hold	1,127	–	–	0.04%	147
2026 Q1	$105K	Hold	1,127	–	–	0.04%	144
2025 Q4	$106K	Buy	1,127 +178	+19%	+$16.8K	0.05%	138
2025 Q3	$90.3K	Hold	949	–	–	0.04%	141
2025 Q2	$89.1K	Hold	949	–	–	0.04%	133
2025 Q1	$88.9K	Sell	949 -38	-4%	-$3.5K	0.05%	127
2024 Q4	$87.6K	Sell	987 -27	-3%	-$2.48K	0.05%	132
2024 Q3	$92.6K	Buy	1,014 +949	+1,460%	+$83.7K	0.05%	131
2024 Q2	$5.07K	Sell	65 -1,186	-95%	-$97.7K	﹤0.01%	302
2024 Q1	$91K	Buy	1,251 +1,186	+1,825%	+$95.7K	0.08%	113
2023 Q4	$5.07K	Buy	+65	New	+$4.85K	﹤0.01%	302

Other funds holding USMV

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

American Capital Advisory's USMV Position: Q2 2026 in Review

American Capital Advisory held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 1,127 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #147.

American Capital Advisory first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. 620 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

American Capital Advisory held 1,127 shares of iShares MSCI USA Min Vol Factor ETF worth $109K as of Q2 2026.
American Capital Advisory left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of American Capital Advisory's portfolio in Q2 2026, its #147 holding.
American Capital Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
620 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.