Capital Group Private Client Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Capital Group Private Client Services’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	$1M	Buy	+10,416	New	+$989K	0.01%	199
2025 Q4	–	Sell	-2,105	Closed	-$200K	–	293
2025 Q3	$200K	Buy	+2,105	New	+$197K	﹤0.01%	280

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Group Private Client Services's USMV Position: Q2 2026 in Review

Capital Group Private Client Services opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 10,416 shares worth $1M. The stake represents 0.01% of the portfolio and ranks #199 among its holdings. This is a return to the name: Capital Group Private Client Services previously reported a position in USMV as recently as Q3 2025.

Capital Group Private Client Services first reported a position in USMV in Q3 2025 and has held it in 2 quarters since. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Capital Group Private Client Services held 10,416 shares of iShares MSCI USA Min Vol Factor ETF worth $1M as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Capital Group Private Client Services position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Capital Group Private Client Services's portfolio in Q2 2026, its #199 holding.
Capital Group Private Client Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2025 and has held it in 2 quarters since.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.