Capital Insight Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Capital Insight Partners’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	–	Sell	-20,602	Closed	-$1.94M	–	106
2025 Q4	$1.94M	Sell	20,602 -4,403	-18%	-$415K	0.41%	61
2025 Q3	$2.38M	Sell	25,005 -1,496	-6%	-$140K	0.39%	67
2025 Q2	$2.49M	Buy	26,501 +19,276	+267%	+$1.77M	0.43%	64
2025 Q1	$677K	Buy	7,225 +4,595	+175%	+$423K	0.12%	119
2024 Q4	$234K	Buy	2,630 +221	+9%	+$20.3K	0.04%	150
2024 Q3	$220K	Buy	+2,409	New	+$212K	0.04%	153
2021 Q1	–	Sell	-3,333	Closed	-$226K	–	147
2020 Q4	$226K	Buy	+3,333	New	+$219K	0.06%	138

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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

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

Capital Insight Partners's USMV Position: Q1 2026 in Review

Capital Insight Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 20,602 shares — an estimated $1.94M sold.

Capital Insight Partners first reported a position in USMV in Q4 2020 and held it in 7 quarters. The position peaked at $2.49M in Q2 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Capital Insight Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Capital Insight Partners sold 20,602 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $1.94M.
Capital Insight Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 7 quarters.
Capital Insight Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $2.49M in Q2 2025.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.