CA
USMV icon

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

Claro 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
Q2 		$1.55M Buy
16,120
+619
+4% +$58.7K 0.16% 109
2026
Q1 		$1.44M Buy
15,501
+4
+0% +$380 0.17% 105
2025
Q4 		$1.46M Buy
15,497
+1,172
+8% +$110K 0.2% 96
2025
Q3 		$1.36M Sell
14,325
-653
-4% -$61.2K 0.2% 95
2025
Q2 		$1.41M Buy
14,978
+450
+3% +$41.4K 0.23% 89
2025
Q1 		$1.36M Buy
14,528
+1,649
+13% +$152K 0.18% 102
2024
Q4 		$1.14M Buy
12,879
+302
+2% +$27.7K 0.15% 120
2024
Q3 		$1.15M Buy
12,577
+67
+0.5% +$5.91K 0.15% 132
2024
Q2 		$1.05M Buy
12,510
+6,283
+101% +$518K 0.16% 117
2024
Q1 		$520K Buy
6,227
+780
+14% +$62.9K 0.09% 231
2023
Q4 		$425K Sell
5,447
-2,073
-28% -$155K 0.09% 239
2023
Q3 		$544K Sell
7,520
-177
-2% -$13.2K 0.14% 185
2023
Q2 		$572K Buy
7,697
+595
+8% +$43.5K 0.14% 179
2023
Q1 		$517K Buy
7,102
+153
+2% +$11K 0.15% 174
2022
Q4 		$501K Sell
6,949
-163
-2% -$11.6K 0.16% 151
2022
Q3 		$499K Hold
7,112
– – 0.2% 127
2022
Q2 		$499K Sell
7,112
-7,850
-52% -$575K 0.2% 127
2022
Q1 		$1.21M Hold
14,962
– – 0.44% 53
2021
Q4 		$1.21M Sell
14,962
-6,800
-31% -$527K 0.44% 53
2021
Q3 		$1.6M Buy
21,762
+2,853
+15% +$217K 0.67% 32
2021
Q2 		$1.39M Sell
18,909
-1,701
-8% -$123K 0.63% 35
2021
Q1 		$1.43M Sell
20,610
-1,748
-8% -$118K 0.72% 31
2020
Q4 		$1.52M Sell
22,358
-243
-1% -$16K 0.81% 26
2020
Q3 		$1.44M Buy
22,601
+232
+1% +$14.7K 0.91% 20
2020
Q2 		$1.36M Buy
22,369
+1,123
+5% +$66.6K 0.93% 22
2020
Q1 		$1.15M Sell
21,246
-526
-2% -$33.4K 1.07% 17
2019
Q4 		$1.43M Buy
21,772
+3,259
+18% +$209K 1.1% 21
2019
Q3 		$1.19M Buy
18,513
+138
+0.8% +$8.74K 1.05% 23
2019
Q2 		$1.13M Buy
18,375
+404
+2% +$24.3K 1.05% 23
2019
Q1 		$1.06M Buy
17,971
+115
+0.6% +$6.44K 1.05% 26
2018
Q4 		$1.02M Buy
+17,856
New +$982K 0.82% 22

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Claro Advisors's USMV Position: Q2 2026 in Review

Claro Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4% in Q2 2026, buying an estimated $58.7K and bringing the position to 16,120 shares worth $1.55M. The position accounts for 0.16% of the portfolio, ranked #109.

Claro Advisors first reported a position in USMV in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.6M in Q3 2021. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Claro Advisors held 16,120 shares of iShares MSCI USA Min Vol Factor ETF worth $1.55M as of Q2 2026.
  • Claro Advisors bought 619 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $58.7K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.16% of Claro Advisors's portfolio in Q2 2026, its #109 holding.
  • Claro Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • Claro Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.6M in Q3 2021.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.