CM
USMV icon

Columbus Macro’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Columbus Macro’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 		$471K Buy
4,886
+180
+4% +$17.1K 0.05% 175
2026
Q1 		$436K Sell
4,706
-183
-4% -$17.4K 0.05% 167
2025
Q4 		$460K Sell
4,889
-233
-5% -$21.9K 0.05% 166
2025
Q3 		$487K Sell
5,122
-1,374
-21% -$129K 0.06% 166
2025
Q2 		$610K Sell
6,496
-68,749
-91% -$6.33M 0.07% 158
2025
Q1 		$7.05M Sell
75,245
-513
-0.7% -$47.2K 0.93% 34
2024
Q4 		$6.73M Buy
75,758
+48,387
+177% +$4.44M 0.93% 35
2024
Q3 		$2.5M Buy
27,371
+3,164
+13% +$279K 0.91% 27
2024
Q2 		$2.03M Buy
24,207
+7,435
+44% +$613K 0.79% 37
2024
Q1 		$1.4M Buy
16,772
+98
+0.6% +$7.91K 0.53% 63
2023
Q4 		$1.31M Sell
16,674
-875
-5% -$65.3K 0.52% 70
2023
Q3 		$1.27M Buy
17,549
+9,488
+118% +$707K 0.54% 62
2023
Q2 		$601K Buy
8,061
+268
+3% +$19.6K 0.24% 112
2023
Q1 		$573K Sell
7,793
-26,318
-77% -$1.89M 0.21% 112
2022
Q4 		$2.46M Buy
34,111
+14,748
+76% +$1.05M 0.94% 31
2022
Q3 		$1.28M Buy
+19,363
New +$1.4M 0.52% 69

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Columbus Macro's USMV Position: Q2 2026 in Review

Columbus Macro increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.8% in Q2 2026, buying an estimated $17.1K and bringing the position to 4,886 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #175.

Columbus Macro first reported a position in USMV in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.05M in Q1 2025. 427 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Columbus Macro held 4,886 shares of iShares MSCI USA Min Vol Factor ETF worth $471K as of Q2 2026.
  • Columbus Macro bought 180 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $17.1K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of Columbus Macro's portfolio in Q2 2026, its #175 holding.
  • Columbus Macro first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2022 and has held it in 16 quarters since.
  • Columbus Macro's iShares MSCI USA Min Vol Factor ETF position peaked at $7.05M in Q1 2025.
  • 427 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Columbus Macro's 13F filing for Q2 2026, filed 22 Jul 2026.