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Brighton Jones LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Brighton Jones LLC’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 		$968K Sell
10,030
-5,405
-35% -$513K 0.02% 520
2026
Q1 		$1.43M Buy
+15,435
New +$1.47M 0.03% 360
2025
Q4 		– Sell
-14,657
Closed -$1.39M – 902
2025
Q3 		$1.39M Sell
14,657
-126
-0.9% -$11.8K 0.03% 303
2025
Q2 		$1.39M Buy
14,783
+1,409
+11% +$130K 0.04% 250
2025
Q1 		$1.25M Buy
13,374
+2,084
+18% +$192K 0.04% 227
2024
Q4 		$1M Buy
11,290
+1,291
+13% +$118K 0.03% 261
2024
Q3 		$913K Buy
9,999
+111
+1% +$9.79K 0.03% 229
2024
Q2 		$830K Sell
9,888
-203
-2% -$16.7K 0.03% 254
2024
Q1 		$843K Buy
10,091
+467
+5% +$37.7K 0.03% 251
2023
Q4 		$751K Buy
9,624
+3,010
+46% +$225K 0.03% 247
2023
Q3 		$479K Buy
6,614
+1,362
+26% +$102K 0.02% 299
2023
Q2 		$390K Buy
5,252
+150
+3% +$11K 0.02% 344
2023
Q1 		$371K Buy
5,102
+108
+2% +$7.76K 0.02% 341
2022
Q4 		$360K Sell
4,994
-37
-0.7% -$2.63K 0.02% 300
2022
Q3 		$333K Sell
5,031
-179
-3% -$12.9K 0.02% 312
2022
Q2 		$366K Sell
5,210
-2,850
-35% -$209K 0.02% 307
2022
Q1 		$625K Buy
8,060
+901
+13% +$68.2K 0.03% 239
2021
Q4 		$579K Buy
7,159
+1,539
+27% +$119K 0.03% 255
2021
Q3 		$413K Sell
5,620
-989
-15% -$75.3K 0.02% 302
2021
Q2 		$486K Buy
6,609
+2,251
+52% +$163K 0.03% 259
2021
Q1 		$302K Buy
+4,358
New +$295K 0.02% 310
2019
Q2 		– Sell
-3,661
Closed -$215K – 327
2019
Q1 		$215K Buy
+3,661
New +$205K 0.03% 281
2017
Q4 		– Sell
-7,241
Closed -$365K – 303
2017
Q3 		$365K Buy
+7,241
New +$361K 0.05% 183

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 $67.3B AUM 21.9% 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 22.9% 1-Year Est. Return

Brighton Jones LLC's USMV Position: Q2 2026 in Review

Brighton Jones LLC reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 35% in Q2 2026, selling an estimated $513K and leaving 10,030 shares worth $968K. The position accounts for 0.02% of the portfolio, ranked #520.

Brighton Jones LLC first reported a position in USMV in Q3 2017 and has held it in 23 quarters since. The position peaked at $1.43M in Q1 2026. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Brighton Jones LLC held 10,030 shares of iShares MSCI USA Min Vol Factor ETF worth $968K as of Q2 2026.
  • Brighton Jones LLC sold 5,405 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $513K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Brighton Jones LLC's portfolio in Q2 2026, its #520 holding.
  • Brighton Jones LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2017 and has held it in 23 quarters since.
  • Brighton Jones LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $1.43M in Q1 2026.
  • 1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.