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

Carrera Capital 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	$14.1M	Buy	146,448 +8,170	+6%	+$775K	2.09%	12
2026 Q1	$12.8M	Sell	138,278 -25,952	-16%	-$2.46M	1.98%	10
2025 Q4	$15.5M	Sell	164,230 -9,862	-6%	-$929K	2.6%	9
2025 Q3	$16.6M	Buy	174,092 +2,020	+1%	+$189K	2.97%	8
2025 Q2	$16.2M	Sell	172,072 -10,970	-6%	-$1.01M	3.25%	6
2025 Q1	$17.1M	Sell	183,042 -149,416	-45%	-$13.8M	3.8%	5
2024 Q4	$29.5M	Sell	332,458 -189,317	-36%	-$17.4M	6.91%	3
2024 Q3	$47.6M	Buy	521,775 +126,966	+32%	+$11.2M	11.65%	2
2024 Q2	$33.1M	Buy	+394,809	New	+$32.5M	10.83%	2

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

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

Carrera Capital Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.9% in Q2 2026, buying an estimated $775K and bringing the position to 146,448 shares worth $14.1M. The position accounts for 2.09% of the portfolio, ranked #12.

Carrera Capital Advisors first reported a position in USMV in Q2 2024 and has held it in 9 quarters since. The position peaked at $47.6M in Q3 2024. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Carrera Capital Advisors held 146,448 shares of iShares MSCI USA Min Vol Factor ETF worth $14.1M as of Q2 2026.
Carrera Capital Advisors bought 8,170 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $775K.
iShares MSCI USA Min Vol Factor ETF made up 2.09% of Carrera Capital Advisors's portfolio in Q2 2026, its #12 holding.
Carrera Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and has held it in 9 quarters since.
Carrera Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $47.6M in Q3 2024.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.