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

Atomi Financial 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
2026 Q2	$1.07M	Sell	11,081 -1,208	-10%	-$115K	0.03%	451
2026 Q1	$1.14M	Sell	12,289 -1,000	-8%	-$95K	0.04%	394
2025 Q4	$1.25M	Sell	13,289 -1,162	-8%	-$109K	0.04%	343
2025 Q3	$1.37M	Sell	14,451 -846	-6%	-$79.2K	0.04%	281
2025 Q2	$1.44M	Sell	15,297 -695	-4%	-$63.9K	0.05%	246
2025 Q1	$1.5M	Sell	15,992 -2,563	-14%	-$236K	0.07%	211
2024 Q4	$1.65M	Buy	18,555 +1,632	+10%	+$150K	0.08%	175
2024 Q3	$1.55M	Sell	16,923 -2,399	-12%	-$211K	0.1%	167
2024 Q2	$1.62M	Sell	19,322 -4,014	-17%	-$331K	0.12%	138
2024 Q1	$1.95M	Sell	23,336 -6,592	-22%	-$532K	0.18%	115
2023 Q4	$2.34M	Buy	29,928 +4,334	+17%	+$323K	0.32%	64
2023 Q3	$1.85M	Buy	25,594 +15,942	+165%	+$1.19M	0.62%	39
2023 Q2	$717K	Sell	9,652 -2,364	-20%	-$173K	0.33%	93
2023 Q1	$874K	Buy	+12,016	New	+$864K	0.49%	61

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

Atomi Financial Group's USMV Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 9.8% in Q2 2026, selling an estimated $115K and leaving 11,081 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #451.

Atomi Financial Group first reported a position in USMV in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.34M in Q4 2023. 1,378 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Atomi Financial Group held 11,081 shares of iShares MSCI USA Min Vol Factor ETF worth $1.07M as of Q2 2026.
Atomi Financial Group sold 1,208 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $115K.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #451 holding.
Atomi Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 14 quarters since.
Atomi Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $2.34M in Q4 2023.
1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.