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 Q2	$304K	Buy	3,155 +80	+3%	+$7.59K	0.02%	157
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 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

Clearwater Capital Advisors's USMV Position: Q2 2026 in Review

Clearwater Capital Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.6% in Q2 2026, buying an estimated $7.59K and bringing the position to 3,155 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #157.

Clearwater Capital Advisors first reported a position in USMV in Q2 2016 and has held it in 41 quarters since. The position peaked at $2.31M in Q3 2019. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Clearwater Capital Advisors held 3,155 shares of iShares MSCI USA Min Vol Factor ETF worth $304K as of Q2 2026.
Clearwater Capital Advisors bought 80 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $7.59K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Clearwater Capital Advisors's portfolio in Q2 2026, its #157 holding.
Clearwater Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2016 and has held it in 41 quarters since.
Clearwater Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $2.31M in Q3 2019.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.