Chicago Partners Investment Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Chicago Partners Investment Group’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	$738K	Hold	7,678	–	–	0.01%	792
2026 Q1	$722K	Sell	7,678 -300	-4%	-$28.5K	0.02%	680
2025 Q4	$757K	Sell	7,978 -6,603	-45%	-$622K	0.02%	557
2025 Q3	$1.37M	Buy	14,581 +2,703	+23%	+$253K	0.04%	351
2025 Q2	$1.12M	Buy	11,878 +192	+2%	+$17.7K	0.03%	368
2025 Q1	$1.08M	Buy	+11,686	New	+$1.08M	0.04%	348

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

Chicago Partners Investment Group's USMV Position: Q2 2026 in Review

Chicago Partners Investment Group held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 7,678 shares worth $738K. The position accounts for 0.01% of the portfolio, ranked #792.

Chicago Partners Investment Group first reported a position in USMV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.37M in Q3 2025. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Chicago Partners Investment Group held 7,678 shares of iShares MSCI USA Min Vol Factor ETF worth $738K as of Q2 2026.
Chicago Partners Investment Group left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #792 holding.
Chicago Partners Investment Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
Chicago Partners Investment Group's iShares MSCI USA Min Vol Factor ETF position peaked at $1.37M in Q3 2025.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.