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Atlas Brown’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Atlas Brown’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 		$428K Buy
4,434
+33
+0.7% +$3.13K 0.11% 166
2026
Q1 		$408K Buy
4,401
+28
+0.6% +$2.66K 0.12% 153
2025
Q4 		$412K Buy
4,373
+128
+3% +$12.1K 0.12% 151
2025
Q3 		$404K Sell
4,245
-76
-2% -$7.12K 0.12% 152
2025
Q2 		$406K Buy
4,321
+90
+2% +$8.28K 0.13% 152
2025
Q1 		$396K Sell
4,231
-127
-3% -$11.7K 0.14% 142
2024
Q4 		$387K Sell
4,358
-753
-15% -$69.1K 0.13% 146
2024
Q3 		$467K Buy
5,111
+165
+3% +$14.5K 0.16% 129
2024
Q2 		$415K Buy
4,946
+6
+0.1% +$494 0.15% 136
2024
Q1 		$413K Buy
4,940
+1,125
+29% +$90.8K 0.15% 131
2023
Q4 		$298K Buy
3,815
+66
+2% +$4.92K 0.12% 145
2023
Q3 		$271K Buy
3,749
+155
+4% +$11.6K 0.12% 149
2023
Q2 		$267K Buy
3,594
+204
+6% +$14.9K 0.12% 153
2023
Q1 		$247K Buy
3,390
+269
+9% +$19.3K 0.11% 156
2022
Q4 		$225K Sell
3,121
-532
-15% -$37.9K 0.11% 161
2022
Q3 		$241K Sell
3,653
-1,939
-35% -$140K 0.12% 151
2022
Q2 		$393K Buy
5,592
+15
+0.3% +$1.1K 0.19% 126
2022
Q1 		$433K Sell
5,577
-156
-3% -$11.8K 0.18% 132
2021
Q4 		$464K Buy
5,733
+185
+3% +$14.3K 0.18% 131
2021
Q3 		$408K Buy
5,548
+81
+1% +$6.17K 0.18% 131
2021
Q2 		$402K Sell
5,467
-432
-7% -$31.2K 0.17% 132
2021
Q1 		$408K Buy
5,899
+1,486
+34% +$100K 0.19% 126
2020
Q4 		$300K Buy
4,413
+270
+7% +$17.8K 0.16% 137
2020
Q3 		$264K Buy
4,143
+642
+18% +$40.7K 0.16% 131
2020
Q2 		$212K Buy
+3,501
New +$208K 0.13% 141

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Atlas Brown's USMV Position: Q2 2026 in Review

Atlas Brown increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.75% in Q2 2026, buying an estimated $3.13K and bringing the position to 4,434 shares worth $428K. The position accounts for 0.11% of the portfolio, ranked #166.

Atlas Brown first reported a position in USMV in Q2 2020 and has held it in 25 quarters since. The position peaked at $467K in Q3 2024. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Atlas Brown held 4,434 shares of iShares MSCI USA Min Vol Factor ETF worth $428K as of Q2 2026.
  • Atlas Brown bought 33 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $3.13K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.11% of Atlas Brown's portfolio in Q2 2026, its #166 holding.
  • Atlas Brown first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and has held it in 25 quarters since.
  • Atlas Brown's iShares MSCI USA Min Vol Factor ETF position peaked at $467K in Q3 2024.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.