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Clear Investment Research’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Clear Investment Research’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
-500
Closed -$46.4K – 217
2026
Q1 		$46.4K Buy
+500
New +$47.5K 0.07% 111
2025
Q4 		– Sell
-484
Closed -$46.1K – 227
2025
Q3 		$46.1K Buy
484
+8
+2% +$749 0.06% 124
2025
Q2 		$44.7K Buy
476
+37
+8% +$3.4K 0.06% 115
2025
Q1 		$41.2K Buy
439
+2
+0.5% +$184 0.06% 115
2024
Q4 		$38.9K Buy
437
+2
+0.5% +$183 0.05% 117
2024
Q3 		$39.8K Buy
435
+2
+0.5% +$176 0.05% 116
2024
Q2 		$36.4K Buy
433
+3
+0.7% +$247 0.05% 113
2024
Q1 		$36K Buy
430
+65
+18% +$5.25K 0.05% 118
2023
Q4 		$28.5K Buy
365
+10
+3% +$746 0.04% 134
2023
Q3 		$25.7K Buy
355
+1
+0.3% +$75 0.04% 106
2023
Q2 		$26.4K Buy
354
+1
+0.3% +$73 0.04% 110
2023
Q1 		$25.7K Sell
353
-18
-5% -$1.29K 0.05% 105
2022
Q4 		$27K Sell
371
-22
-6% -$1.57K 0.05% 94
2022
Q3 		$26K Sell
393
-4
-1% -$288 0.05% 95
2022
Q2 		$28K Sell
397
-8
-2% -$586 0.06% 89
2022
Q1 		$31K Sell
405
-20
-5% -$1.51K 0.06% 92
2021
Q4 		$34K Sell
425
-6
-1% -$465 0.05% 91
2021
Q3 		$32K Sell
431
-14
-3% -$1.07K 0.05% 91
2021
Q2 		$33K Sell
445
-8
-2% -$578 0.06% 89
2021
Q1 		$31K Sell
453
-27
-6% -$1.82K 0.06% 80
2020
Q4 		$33K Buy
+480
New +$31.6K 0.06% 77
2019
Q4 		– Sell
-171
Closed -$11K – 377
2019
Q3 		$11K Sell
171
-2
-1% -$127 0.02% 82
2019
Q2 		$11K Buy
+173
New +$10.4K 0.02% 84
2018
Q4 		– Sell
-34
Closed -$2K – 377
2018
Q3 		$2K Buy
+34
New +$1.9K ﹤0.01% 127

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

Clear Investment Research's USMV Position: Q2 2026 in Review

Clear Investment Research sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 500 shares — an estimated $46.4K sold.

Clear Investment Research first reported a position in USMV in Q3 2018 and held it in 24 quarters. The position peaked at $46.4K in Q1 2026. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Clear Investment Research reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 500 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $46.4K.
  • Clear Investment Research first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2018 and held it in 24 quarters.
  • Clear Investment Research's iShares MSCI USA Min Vol Factor ETF position peaked at $46.4K in Q1 2026.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.