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Boreal Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Boreal Capital Management’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
Q1 		$24.6K Sell
265
-4,912
-95% -$467K 0.02% 234
2025
Q4 		$487K Hold
5,177
– – 0.37% 73
2025
Q3 		$493K Buy
5,177
+1
+0% +$94 0.4% 68
2025
Q2 		$486K Buy
+5,176
New +$476K 0.4% 68

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Boreal Capital Management's USMV Position: Q1 2026 in Review

Boreal Capital Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 95% in Q1 2026, selling an estimated $467K and leaving 265 shares worth $24.6K. The position accounts for 0.02% of the portfolio, ranked #234.

Boreal Capital Management first reported a position in USMV in Q2 2025 and has held it in 4 quarters since. The position peaked at $493K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Boreal Capital Management held 265 shares of iShares MSCI USA Min Vol Factor ETF worth $24.6K as of Q1 2026.
  • Boreal Capital Management sold 4,912 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $467K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Boreal Capital Management's portfolio in Q1 2026, its #234 holding.
  • Boreal Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $493K in Q3 2025.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.