Capital Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Capital Investment Advisors’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	$274K	Buy	2,839 +85	+3%	+$8.07K	﹤0.01%	666
2026 Q1	$255K	Sell	2,754 -277	-9%	-$26.3K	﹤0.01%	650
2025 Q4	$285K	Buy	3,031 +212	+8%	+$20K	﹤0.01%	617
2025 Q3	$268K	Buy	2,819 +630	+29%	+$59K	﹤0.01%	625
2025 Q2	$205K	Sell	2,189 -20	-0.9%	-$1.84K	﹤0.01%	659
2025 Q1	$207K	Buy	+2,209	New	+$203K	﹤0.01%	632
2024 Q4	–	Sell	-2,223	Closed	-$203K	–	696
2024 Q3	$203K	Buy	+2,223	New	+$196K	﹤0.01%	624

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 $67.3B AUM 21.9% 1-Year Est. Return

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

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 22.9% 1-Year Est. Return

Capital Investment Advisors's USMV Position: Q2 2026 in Review

Capital Investment Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.1% in Q2 2026, buying an estimated $8.07K and bringing the position to 2,839 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Capital Investment Advisors first reported a position in USMV in Q3 2024 and has held it in 7 quarters since. The position peaked at $285K in Q4 2025. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Capital Investment Advisors held 2,839 shares of iShares MSCI USA Min Vol Factor ETF worth $274K as of Q2 2026.
Capital Investment Advisors bought 85 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $8.07K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #666 holding.
Capital Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and has held it in 7 quarters since.
Capital Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $285K in Q4 2025.
1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.