Cerity Partners
USMV icon

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

Cerity 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
Q2 		$132M Buy
1,373,229
+47,146
+4% +$4.47M 0.16% 127
2026
Q1 		$123M Buy
1,326,083
+103,388
+8% +$9.82M 0.17% 115
2025
Q4 		$115M Buy
1,222,695
+49,558
+4% +$4.67M 0.17% 122
2025
Q3 		$112M Buy
1,173,137
+51,398
+5% +$4.81M 0.18% 114
2025
Q2 		$105M Sell
1,121,739
-1,061,130
-49% -$97.6M 0.19% 111
2025
Q1 		$204M Buy
2,182,869
+83,529
+4% +$7.69M 0.41% 48
2024
Q4 		$186M Sell
2,099,340
-34,835
-2% -$3.2M 0.4% 48
2024
Q3 		$195M Buy
2,134,175
+17,264
+0.8% +$1.52M 0.43% 42
2024
Q2 		$178M Buy
2,116,911
+23,040
+1% +$1.9M 0.47% 42
2024
Q1 		$175M Sell
2,093,871
-38,359
-2% -$3.1M 0.46% 40
2023
Q4 		$166M Buy
2,132,230
+112,455
+6% +$8.39M 0.55% 38
2023
Q3 		$146M Buy
2,019,775
+470,329
+30% +$35.1M 0.71% 28
2023
Q2 		$115M Buy
1,549,446
+1,479,730
+2,123% +$108M 0.45% 48
2023
Q1 		$5.07M Buy
69,716
+4,753
+7% +$342K 0.01% 496
2022
Q4 		$4.68M Sell
64,963
-380
-0.6% -$27K 0.03% 373
2022
Q3 		$4.32M Buy
65,343
+5,333
+9% +$385K 0.05% 255
2022
Q2 		$4.21M Buy
60,010
+5,676
+10% +$416K 0.05% 277
2022
Q1 		$4.21M Buy
54,334
+1,617
+3% +$122K 0.07% 213
2021
Q4 		$4.26M Buy
52,717
+5,054
+11% +$391K 0.06% 220
2021
Q3 		$3.5M Buy
47,663
+7,377
+18% +$562K 0.08% 194
2021
Q2 		$2.96M Buy
40,286
+2,121
+6% +$153K 0.06% 218
2021
Q1 		$2.64M Buy
38,165
+397
+1% +$26.8K 0.06% 220
2020
Q4 		$2.56M Buy
+37,768
New +$2.49M 0.08% 182
2020
Q1 		– Sell
-6,827
Closed -$448K – 521
2019
Q4 		$448K Sell
6,827
-20,735
-75% -$1.33M 0.02% 355
2019
Q3 		$1.77M Buy
+27,562
New +$1.75M 0.1% 176

Other funds holding USMV

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners's USMV Position: Q2 2026 in Review

Cerity Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.6% in Q2 2026, buying an estimated $4.47M and bringing the position to 1,373,229 shares worth $132M. The position accounts for 0.16% of the portfolio, ranked #127.

Cerity Partners first reported a position in USMV in Q3 2019 and has held it in 25 quarters since. The position peaked at $204M in Q1 2025. 1,279 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Cerity Partners held 1,373,229 shares of iShares MSCI USA Min Vol Factor ETF worth $132M as of Q2 2026.
  • Cerity Partners bought 47,146 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $4.47M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.16% of Cerity Partners's portfolio in Q2 2026, its #127 holding.
  • Cerity Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and has held it in 25 quarters since.
  • Cerity Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $204M in Q1 2025.
  • 1,279 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.