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Chatterton & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Chatterton & Associates’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 		$1.13M Buy
11,599
+587
+5% +$55.7K 0.67% 35
2026
Q1 		$1.03M Buy
11,012
+1,972
+22% +$187K 0.72% 38
2025
Q4 		$851K Buy
+9,040
New +$852K 0.73% 37

Other funds holding USMV

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Chatterton & Associates's USMV Position: Q2 2026 in Review

Chatterton & Associates increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.3% in Q2 2026, buying an estimated $55.7K and bringing the position to 11,599 shares worth $1.13M. The position accounts for 0.67% of the portfolio, ranked #35.

Chatterton & Associates first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. 893 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Chatterton & Associates held 11,599 shares of iShares MSCI USA Min Vol Factor ETF worth $1.13M as of Q2 2026.
  • Chatterton & Associates bought 587 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $55.7K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.67% of Chatterton & Associates's portfolio in Q2 2026, its #35 holding.
  • Chatterton & Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 893 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.