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

Chesley Taft & 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	–	Sell	-2,450	Closed	-$227K	–	386
2026 Q1	$227K	Hold	2,450	–	–	0.01%	349
2025 Q4	$231K	Buy	+2,450	New	+$231K	0.01%	352
2025 Q2	–	Sell	-5,165	Closed	-$484K	–	346
2025 Q1	$484K	Hold	5,165	–	–	0.02%	251
2024 Q4	$459K	Hold	5,165	–	–	0.02%	258
2024 Q3	$472K	Hold	5,165	–	–	0.02%	254
2024 Q2	$434K	Buy	+5,165	New	+$426K	0.02%	251

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

Chesley Taft & Associates's USMV Position: Q2 2026 in Review

Chesley Taft & Associates sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 2,450 shares — an estimated $227K sold.

Chesley Taft & Associates first reported a position in USMV in Q2 2024 and held it in 6 quarters. The position peaked at $484K in Q1 2025. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Chesley Taft & Associates reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Chesley Taft & Associates sold 2,450 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $227K.
Chesley Taft & Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and held it in 6 quarters.
Chesley Taft & Associates's iShares MSCI USA Min Vol Factor ETF position peaked at $484K in Q1 2025.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.