Collier Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Collier Financial’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	$3.6M	Buy	37,368 +37,279	+41,887%	+$3.54M	2.47%	10
2026 Q1	$8.27K	Hold	89	–	–	0.01%	121
2025 Q4	$8.39K	Hold	89	–	–	0.01%	118
2025 Q3	$8.48K	Buy	+89	New	+$8.34K	0.01%	118
2025 Q1	$12.7K	Hold	136	–	–	0.01%	104
2024 Q4	$12K	Buy	+136	New	+$12.5K	0.01%	94

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

Collier Financial's USMV Position: Q2 2026 in Review

Collier Financial increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 41,887% in Q2 2026, buying an estimated $3.54M and bringing the position to 37,368 shares worth $3.6M. The position accounts for 2.47% of the portfolio, ranked #10.

Collier Financial first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Collier Financial held 37,368 shares of iShares MSCI USA Min Vol Factor ETF worth $3.6M as of Q2 2026.
Collier Financial bought 37,279 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $3.54M.
iShares MSCI USA Min Vol Factor ETF made up 2.47% of Collier Financial's portfolio in Q2 2026, its #10 holding.
Collier Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.