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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambria Investment Management's USMV Position: Q1 2026 in Review

Cambria Investment Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 14% in Q1 2026, selling an estimated $89.8K and leaving 5,725 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #424.

Cambria Investment Management first reported a position in USMV in Q4 2025 and has held it in 2 quarters since. The position peaked at $628K in Q4 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Cambria Investment Management held 5,725 shares of iShares MSCI USA Min Vol Factor ETF worth $531K as of Q1 2026.
Cambria Investment Management sold 946 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $89.8K.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of Cambria Investment Management's portfolio in Q1 2026, its #424 holding.
Cambria Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 2 quarters since.
Cambria Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $628K in Q4 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.