Capital Advisory Group Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
Other funds holding USMV
CCA
MRC
Capital Advisory Group Advisory Services's USMV Position: Q1 2026 in Review
Capital Advisory Group Advisory Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 4,496 shares — an estimated $423K sold.
Capital Advisory Group Advisory Services first reported a position in USMV in Q1 2018 and held it in 13 quarters. The position peaked at $423K in Q4 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.
- Capital Advisory Group Advisory Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
- Capital Advisory Group Advisory Services sold 4,496 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $423K.
- Capital Advisory Group Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and held it in 13 quarters.
- Capital Advisory Group Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $423K 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 Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.