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Bay Rivers Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bay Rivers 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 		$10.4M Buy
107,471
+1,863
+2% +$177K 3.54% 6
2026
Q1 		$9.79M Buy
105,608
+2,492
+2% +$237K 4.08% 5
2025
Q4 		$9.71M Buy
103,116
+744
+0.7% +$70.1K 3.93% 4
2025
Q3 		$9.74M Buy
102,372
+1,396
+1% +$131K 4.1% 4
2025
Q2 		$9.48M Buy
100,976
+1,929
+2% +$177K 4.34% 4
2025
Q1 		$9.28M Sell
99,047
-1,231
-1% -$113K 4.86% 4
2024
Q4 		$8.9M Sell
100,278
-556
-0.6% -$51K 4.32% 4
2024
Q3 		$9.21M Sell
100,834
-211
-0.2% -$18.6K 4.57% 4
2024
Q2 		$8.48M Sell
101,045
-842
-0.8% -$69.4K 4.41% 4
2024
Q1 		$8.52M Sell
101,887
-2,416
-2% -$195K 4.68% 4
2023
Q4 		$8.14M Sell
104,303
-443
-0.4% -$33.1K 5.11% 2
2023
Q3 		$7.58M Buy
104,746
+171
+0.2% +$12.8K 5.83% 2
2023
Q2 		$7.77M Buy
104,575
+42
+0% +$3.07K 5.83% 2
2023
Q1 		$7.6M Buy
104,533
+117
+0.1% +$8.41K 6.65% 2
2022
Q4 		$7.53M Sell
104,416
-1,200
-1% -$85.4K 7.62% 2
2022
Q3 		$6.98M Buy
105,616
+560
+0.5% +$40.4K 6.98% 2
2022
Q2 		$7.38M Sell
105,056
-3,590
-3% -$263K 6.57% 2
2022
Q1 		$8.43M Sell
108,646
-2,791
-3% -$211K 6.06% 2
2021
Q4 		$9.02M Buy
111,437
+791
+0.7% +$61.2K 5.51% 2
2021
Q3 		$8.13M Buy
110,646
+324
+0.3% +$24.7K 5.53% 2
2021
Q2 		$8.12M Buy
110,322
+817
+0.7% +$59K 5.76% 2
2021
Q1 		$7.58M Buy
109,505
+2,070
+2% +$140K 5.89% 2
2020
Q4 		$7.29M Sell
107,435
-2,207
-2% -$145K 6.11% 2
2020
Q3 		$6.99M Sell
109,642
-721
-0.7% -$45.8K 6.57% 2
2020
Q2 		$6.69M Buy
110,363
+338
+0.3% +$20.1K 6.92% 1
2020
Q1 		$5.94M Buy
110,025
+18
+0% +$1.14K 8.42% 1
2019
Q4 		$7.22M Buy
+110,007
New +$7.06M 6.99% 1

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

Bay Rivers Group's USMV Position: Q2 2026 in Review

Bay Rivers Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.8% in Q2 2026, buying an estimated $177K and bringing the position to 107,471 shares worth $10.4M. The position accounts for 3.54% of the portfolio, ranked #6.

Bay Rivers Group first reported a position in USMV in Q4 2019 and has held it in 27 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Bay Rivers Group held 107,471 shares of iShares MSCI USA Min Vol Factor ETF worth $10.4M as of Q2 2026.
  • Bay Rivers Group bought 1,863 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $177K.
  • iShares MSCI USA Min Vol Factor ETF made up 3.54% of Bay Rivers Group's portfolio in Q2 2026, its #6 holding.
  • Bay Rivers Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Bay Rivers Group's 13F filing for Q2 2026, filed 9 Jul 2026.