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

Clearwater 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 		$285K Hold
3,075
– – 0.02% 148
2025
Q4 		$290K Hold
3,075
– – 0.02% 143
2025
Q3 		$293K Buy
3,075
+17
+0.6% +$1.59K 0.02% 145
2025
Q2 		$287K Hold
3,058
– – 0.03% 140
2025
Q1 		$286K Buy
3,058
+100
+3% +$9.2K 0.03% 144
2024
Q4 		$263K Sell
2,958
-173
-6% -$15.9K 0.03% 149
2024
Q3 		$286K Hold
3,131
– – 0.03% 142
2024
Q2 		$263K Sell
3,131
-994
-24% -$81.9K 0.03% 137
2024
Q1 		$345K Sell
4,125
-65
-2% -$5.25K 0.04% 122
2023
Q4 		$327K Hold
4,190
– – 0.04% 119
2023
Q3 		$303K Sell
4,190
-385
-8% -$28.7K 0.04% 108
2023
Q2 		$340K Sell
4,575
-98
-2% -$7.16K 0.04% 109
2023
Q1 		$340K Sell
4,673
-139
-3% -$9.99K 0.04% 109
2022
Q4 		$347K Buy
4,812
+869
+22% +$61.8K 0.05% 110
2022
Q3 		$261K Buy
3,943
+536
+16% +$38.6K 0.04% 131
2022
Q2 		$239K Hold
3,407
– – 0.03% 130
2022
Q1 		$264K Sell
3,407
-2,728
-44% -$207K 0.03% 141
2021
Q4 		$496K Sell
6,135
-862
-12% -$66.7K 0.05% 106
2021
Q3 		$514K Sell
6,997
-445
-6% -$33.9K 0.06% 101
2021
Q2 		$548K Sell
7,442
-95
-1% -$6.86K 0.06% 100
2021
Q1 		$521K Sell
7,537
-888
-11% -$60K 0.07% 103
2020
Q4 		$572K Buy
8,425
+260
+3% +$17.1K 0.08% 95
2020
Q3 		$520K Sell
8,165
-600
-7% -$38.1K 0.08% 91
2020
Q2 		$531K Sell
8,765
-7,670
-47% -$455K 0.09% 93
2020
Q1 		$888K Sell
16,435
-4,611
-22% -$293K 0.19% 71
2019
Q4 		$1.38M Sell
21,046
-14,936
-42% -$959K 0.23% 72
2019
Q3 		$2.31M Buy
35,982
+6,681
+23% +$423K 0.41% 62
2019
Q2 		$1.81M Sell
29,301
-716
-2% -$43K 0.33% 79
2019
Q1 		$1.76M Sell
30,017
-1,849
-6% -$104K 0.33% 83
2018
Q4 		$1.67M Sell
31,866
-1,922
-6% -$106K 0.37% 86
2018
Q3 		$1.93M Sell
33,788
-16
-0% -$892 0.38% 73
2018
Q2 		$1.8M Buy
33,804
+1,720
+5% +$90.5K 0.37% 72
2018
Q1 		$1.67M Buy
32,084
+2,956
+10% +$156K 0.34% 74
2017
Q4 		$1.54M Buy
29,128
+3,682
+14% +$191K 0.34% 78
2017
Q3 		$1.29M Buy
25,446
+4,486
+21% +$224K 0.3% 83
2017
Q2 		$1.02M Buy
20,960
+1,218
+6% +$59.3K 0.26% 84
2017
Q1 		$942K Buy
19,742
+5,170
+35% +$242K 0.26% 86
2016
Q4 		$661K Buy
14,572
+1,320
+10% +$58.9K 0.23% 88
2016
Q3 		$592K Sell
13,252
-2,315
-15% -$107K 0.21% 90
2016
Q2 		$724K Buy
+15,567
New +$691K 0.27% 79

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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 $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Clearwater Capital Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 3,075 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #148.

Clearwater Capital Advisors first reported a position in USMV in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.31M in Q3 2019. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Clearwater Capital Advisors held 3,075 shares of iShares MSCI USA Min Vol Factor ETF worth $285K as of Q1 2026.
  • Clearwater Capital Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Clearwater Capital Advisors's portfolio in Q1 2026, its #148 holding.
  • Clearwater Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2016 and has held it in 40 quarters since.
  • Clearwater Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $2.31M in Q3 2019.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.