Capstone Triton Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Capstone Triton Financial Group’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	$701K	Buy	7,506 +3,753	+100%	+$356K	1.22%	22
2025 Q4	$353K	Hold	3,753	–	–	0.23%	76
2025 Q3	$357K	Hold	3,753	–	–	0.24%	77
2025 Q2	$352K	Buy	+3,753	New	+$345K	0.26%	76
2024 Q4	$349K	Hold	3,929	–	–	0.22%	85
2024 Q3	$359K	Hold	3,929	–	–	0.23%	84
2024 Q2	$330K	Sell	3,929 -145	-4%	-$11.9K	0.23%	82
2024 Q1	$341K	Hold	4,074	–	–	0.24%	85
2023 Q4	$318K	Hold	4,074	–	–	0.23%	88
2023 Q3	$295K	Hold	4,074	–	–	0.22%	86
2023 Q2	$303K	Hold	4,074	–	–	0.21%	82
2023 Q1	$296K	Hold	4,074	–	–	0.22%	83
2022 Q4	$294K	Hold	4,074	–	–	0.24%	81
2022 Q3	$269K	Hold	4,074	–	–	0.23%	82
2022 Q2	$293K	Hold	4,074	–	–	0.22%	83
2022 Q1	$304K	Hold	4,074	–	–	0.21%	84
2021 Q4	$330K	Hold	4,074	–	–	0.67%	59
2021 Q3	$316K	Hold	4,074	–	–	0.19%	91
2021 Q2	$300K	Hold	4,074	–	–	0.18%	94
2021 Q1	$282K	Hold	4,074	–	–	0.19%	89
2020 Q4	$277K	Buy	+4,074	New	+$268K	0.17%	89

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 $5.28B AUM 21.66% 1-Year Est. Return

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

Capstone Triton Financial Group's USMV Position: Q1 2026 in Review

Capstone Triton Financial Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 100% in Q1 2026, buying an estimated $356K and bringing the position to 7,506 shares worth $701K. The position accounts for 1.22% of the portfolio, ranked #22.

Capstone Triton Financial Group first reported a position in USMV in Q4 2020 and has held it in 21 quarters since. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Capstone Triton Financial Group held 7,506 shares of iShares MSCI USA Min Vol Factor ETF worth $701K as of Q1 2026.
Capstone Triton Financial Group bought 3,753 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $356K.
iShares MSCI USA Min Vol Factor ETF made up 1.22% of Capstone Triton Financial Group's portfolio in Q1 2026, its #22 holding.
Capstone Triton Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 21 quarters since.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.