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

Clear Point 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	$584K	Buy	+6,050	New	+$574K	0.52%	54
2026 Q1	–	Sell	-6,321	Closed	-$595K	–	134
2025 Q4	$595K	Sell	6,321 -627	-9%	-$59.1K	0.46%	62
2025 Q3	$661K	Buy	6,948 +14	+0.2%	+$1.31K	0.51%	59
2025 Q2	$651K	Buy	6,934 +12	+0.2%	+$1.1K	0.55%	52
2025 Q1	$648K	Buy	6,922 +12	+0.2%	+$1.1K	0.58%	50
2024 Q4	$614K	Buy	6,910 +16	+0.2%	+$1.47K	0.52%	57
2024 Q3	$629K	Buy	6,894 +16	+0.2%	+$1.41K	0.49%	55
2024 Q2	$577K	Sell	6,878 -331	-5%	-$27.3K	0.47%	55
2024 Q1	$602K	Sell	7,209 -83	-1%	-$6.7K	0.5%	55
2023 Q4	$569K	Buy	+7,292	New	+$544K	0.5%	54

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

Clear Point Advisors's USMV Position: Q2 2026 in Review

Clear Point Advisors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 6,050 shares worth $584K. The stake represents 0.52% of the portfolio and ranks #54 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in USMV as recently as Q4 2025.

Clear Point Advisors first reported a position in USMV in Q4 2023 and has held it in 10 quarters since. The position peaked at $661K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Clear Point Advisors held 6,050 shares of iShares MSCI USA Min Vol Factor ETF worth $584K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Clear Point Advisors position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.52% of Clear Point Advisors's portfolio in Q2 2026, its #54 holding.
Clear Point Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $661K 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 Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.