Atwood & Palmer’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Atwood & Palmer’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	$965	Buy	+10	New	+$949	﹤0.01%	457
2026 Q1	–	Sell	-31	Closed	-$2.92K	–	558
2025 Q4	$2.92K	Buy	+31	New	+$2.92K	﹤0.01%	433
2022 Q1	–	Sell	-175	Closed	-$14K	–	467
2021 Q4	$14K	Hold	175	–	–	﹤0.01%	351
2021 Q3	$13K	Sell	175 -26	-13%	-$1.98K	﹤0.01%	341
2021 Q2	$15K	Hold	201	–	–	﹤0.01%	310
2021 Q1	$14K	Sell	201 -4	-2%	-$270	﹤0.01%	324
2020 Q4	$14K	Buy	+205	New	+$13.5K	﹤0.01%	304
2020 Q1	–	Sell	-4,830	Closed	-$317K	–	327
2019 Q4	$317K	Hold	4,830	–	–	0.04%	103
2019 Q3	$310K	Buy	+4,830	New	+$306K	0.04%	102

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

Atwood & Palmer's USMV Position: Q2 2026 in Review

Atwood & Palmer opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 10 shares worth $965. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings. This is a return to the name: Atwood & Palmer previously reported a position in USMV as recently as Q4 2025.

Atwood & Palmer first reported a position in USMV in Q3 2019 and has held it in 9 quarters since. The position peaked at $317K in Q4 2019. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Atwood & Palmer held 10 shares of iShares MSCI USA Min Vol Factor ETF worth $965 as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Atwood & Palmer position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #457 holding.
Atwood & Palmer first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and has held it in 9 quarters since.
Atwood & Palmer's iShares MSCI USA Min Vol Factor ETF position peaked at $317K in Q4 2019.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.