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Boston Family Office’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Boston Family Office’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 		– Sell
-3,389
Closed -$314K – 322
2026
Q1 		$314K Hold
3,389
– – 0.02% 267
2025
Q4 		$319K Buy
3,389
+39
+1% +$3.67K 0.02% 253
2025
Q3 		$319K Buy
+3,350
New +$314K 0.02% 243

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

Boston Family Office's USMV Position: Q2 2026 in Review

Boston Family Office sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 3,389 shares — an estimated $314K sold.

Boston Family Office first reported a position in USMV in Q3 2025 and held it in 3 quarters. The position peaked at $319K in Q4 2025. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Boston Family Office reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Boston Family Office sold 3,389 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $314K.
  • Boston Family Office first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2025 and held it in 3 quarters.
  • Boston Family Office's iShares MSCI USA Min Vol Factor ETF position peaked at $319K in Q4 2025.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.