Clarity Capital Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Clarity Capital Advisors’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	–	Sell	-2,583	Closed	-$243K	–	97
2025 Q4	$243K	Hold	2,583	–	–	0.12%	90
2025 Q3	$246K	Buy	2,583 +10	+0.4%	+$937	0.13%	86
2025 Q2	$242K	Buy	2,573 +9	+0.4%	+$828	0.14%	84
2025 Q1	$240K	Buy	2,564 +9	+0.4%	+$828	0.16%	78
2024 Q4	$227K	Buy	2,555 +12	+0.5%	+$1.1K	0.15%	76
2024 Q3	$232K	Buy	2,543 +11	+0.4%	+$970	0.17%	75
2024 Q2	$213K	Buy	2,532 +9	+0.4%	+$742	0.16%	75
2024 Q1	$211K	Buy	+2,523	New	+$204K	0.17%	75

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clarity Capital Advisors's USMV Position: Q1 2026 in Review

Clarity Capital Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 2,583 shares — an estimated $243K sold.

Clarity Capital Advisors first reported a position in USMV in Q1 2024 and held it in 8 quarters. The position peaked at $246K in Q3 2025. 1,360 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Clarity Capital Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Clarity Capital Advisors sold 2,583 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $243K.
Clarity Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and held it in 8 quarters.
Clarity Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $246K in Q3 2025.
1,360 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Clarity Capital Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.