Carson Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Carson Advisory’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	$262K	Sell	2,716 -28	-1%	-$2.66K	0.12%	167
2026 Q1	$254K	Buy	2,744 +317	+13%	+$30.1K	0.13%	157
2025 Q4	$229K	Buy	2,427 +54	+2%	+$5.09K	0.12%	167
2025 Q3	$226K	Buy	2,373 +1	+0%	+$94	0.12%	160
2025 Q2	$223K	Buy	2,372 +1	+0%	+$92	0.14%	157
2025 Q1	$222K	Buy	2,371 +55	+2%	+$5.06K	0.15%	147
2024 Q4	$206K	Sell	2,316 -59	-2%	-$5.41K	0.14%	153
2024 Q3	$217K	Sell	2,375 -18	-0.8%	-$1.59K	0.14%	161
2024 Q2	$201K	Buy	+2,393	New	+$197K	0.14%	157

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

Carson Advisory's USMV Position: Q2 2026 in Review

Carson Advisory reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1% in Q2 2026, selling an estimated $2.66K and leaving 2,716 shares worth $262K. The position accounts for 0.12% of the portfolio, ranked #167.

Carson Advisory first reported a position in USMV in Q2 2024 and has held it in 9 quarters since. 1,370 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Carson Advisory held 2,716 shares of iShares MSCI USA Min Vol Factor ETF worth $262K as of Q2 2026.
Carson Advisory sold 28 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.66K.
iShares MSCI USA Min Vol Factor ETF made up 0.12% of Carson Advisory's portfolio in Q2 2026, its #167 holding.
Carson Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and has held it in 9 quarters since.
1,370 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.