Cooper/Haims Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cooper/Haims 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	$203K	Hold	2,194	–	–	0.1%	97
2025 Q4	$207K	Hold	2,194	–	–	0.09%	92
2025 Q3	$209K	Hold	2,194	–	–	0.1%	79
2025 Q2	$206K	Hold	2,194	–	–	0.1%	79
2025 Q1	$205K	Buy	+2,194	New	+$202K	0.11%	75
2024 Q4	–	Sell	-2,194	Closed	-$200K	–	88
2024 Q3	$200K	Buy	+2,194	New	+$193K	0.11%	83

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cooper/Haims Advisors's USMV Position: Q1 2026 in Review

Cooper/Haims Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 2,194 shares worth $203K. The position accounts for 0.1% of the portfolio, ranked #97.

Cooper/Haims Advisors first reported a position in USMV in Q3 2024 and has held it in 6 quarters since. The position peaked at $209K in Q3 2025. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Cooper/Haims Advisors held 2,194 shares of iShares MSCI USA Min Vol Factor ETF worth $203K as of Q1 2026.
Cooper/Haims 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 0.1% of Cooper/Haims Advisors's portfolio in Q1 2026, its #97 holding.
Cooper/Haims Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and has held it in 6 quarters since.
Cooper/Haims Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $209K in Q3 2025.
1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.