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Chilton Investment Company’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Chilton Investment Company’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
Q1 		$1.99M Hold
21,500
– – 0.05% 132
2025
Q4 		$2.02M Hold
21,500
– – 0.04% 111
2025
Q3 		$2.05M Buy
+21,500
New +$2.01M 0.04% 113

Other funds holding USMV

Fidelity Investments
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Chilton Investment Company's USMV Position: Q1 2026 in Review

Chilton Investment Company held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 21,500 shares worth $1.99M. The position accounts for 0.05% of the portfolio, ranked #132.

Chilton Investment Company first reported a position in USMV in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.05M in Q3 2025. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Chilton Investment Company held 21,500 shares of iShares MSCI USA Min Vol Factor ETF worth $1.99M as of Q1 2026.
  • Chilton Investment Company left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of Chilton Investment Company's portfolio in Q1 2026, its #132 holding.
  • Chilton Investment Company first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • Chilton Investment Company's iShares MSCI USA Min Vol Factor ETF position peaked at $2.05M in Q3 2025.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.