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Cambria Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cambria Investment 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
Q2 		$777K Buy
8,054
+2,329
+41% +$221K 0.04% 426
2026
Q1 		$531K Sell
5,725
-946
-14% -$89.8K 0.03% 424
2025
Q4 		$628K Buy
+6,671
New +$628K 0.04% 348

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
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Millburn Ridgefield Corp
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

Cambria Investment Management's USMV Position: Q2 2026 in Review

Cambria Investment Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 41% in Q2 2026, buying an estimated $221K and bringing the position to 8,054 shares worth $777K. The position accounts for 0.04% of the portfolio, ranked #426.

Cambria Investment Management first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Cambria Investment Management held 8,054 shares of iShares MSCI USA Min Vol Factor ETF worth $777K as of Q2 2026.
  • Cambria Investment Management bought 2,329 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $221K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of Cambria Investment Management's portfolio in Q2 2026, its #426 holding.
  • Cambria Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.