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Cornell Pochily Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cornell Pochily Investment 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 		$550K Sell
5,707
-750
-12% -$71.2K 0.15% 117
2026
Q1 		$599K Buy
6,457
+11
+0.2% +$1.04K 0.18% 106
2025
Q4 		$607K Buy
6,446
+10
+0.2% +$942 0.18% 106
2025
Q3 		$612K Sell
6,436
-656
-9% -$61.4K 0.18% 107
2025
Q2 		$666K Sell
7,092
-75
-1% -$6.9K 0.22% 102
2025
Q1 		$671K Sell
7,167
-210
-3% -$19.3K 0.24% 96
2024
Q4 		$655K Buy
7,377
+234
+3% +$21.5K 0.23% 100
2024
Q3 		$652K Sell
7,143
-35
-0.5% -$3.09K 0.23% 102
2024
Q2 		$603K Sell
7,178
-136
-2% -$11.2K 0.23% 101
2024
Q1 		$611K Sell
7,314
-3,595
-33% -$290K 0.24% 100
2023
Q4 		$851K Buy
10,909
+87
+0.8% +$6.49K 0.35% 79
2023
Q3 		$783K Hold
10,822
– – 0.34% 83
2023
Q2 		$804K Sell
10,822
-449
-4% -$32.8K 0.33% 84
2023
Q1 		$820K Buy
11,271
+4
+0% +$287 0.35% 82
2022
Q4 		$812K Buy
11,267
+164
+1% +$11.7K 0.36% 82
2022
Q3 		$734K Buy
11,103
+639
+6% +$46.1K 0.32% 82
2022
Q2 		$735K Buy
10,464
+4,187
+67% +$307K 0.33% 84
2022
Q1 		$487K Sell
6,277
-141
-2% -$10.7K 0.19% 114
2021
Q4 		$519K Buy
6,418
+205
+3% +$15.9K 0.2% 106
2021
Q3 		$457K Buy
6,213
+177
+3% +$13.5K 0.2% 113
2021
Q2 		$444K Sell
6,036
-34
-0.6% -$2.46K 0.2% 109
2021
Q1 		$420K Sell
6,070
-150
-2% -$10.1K 0.2% 106
2020
Q4 		$422K Sell
6,220
-131
-2% -$8.62K 0.2% 99
2020
Q3 		$405K Buy
6,351
+216
+4% +$13.7K 0.23% 95
2020
Q2 		$372K Buy
6,135
+483
+9% +$28.7K 0.23% 95
2020
Q1 		$305K Sell
5,652
-156
-3% -$9.9K 0.23% 99
2019
Q4 		$381K Buy
5,808
+591
+11% +$38K 0.23% 101
2019
Q3 		$334K Sell
5,217
-973
-16% -$61.6K 0.21% 103
2019
Q2 		$382 Buy
6,190
+1,785
+41% +$107K 0.1% 105
2019
Q1 		$259K Sell
4,405
-474
-10% -$26.6K 0.18% 109
2018
Q4 		$255K Buy
4,879
+1,084
+29% +$59.6K 0.17% 118
2018
Q3 		$216K Buy
3,795
+5
+0.1% +$279 0.15% 121
2018
Q2 		$201K Buy
+3,790
New +$199K 0.14% 125
2018
Q1 		– Sell
-4,819
Closed -$254K – 131
2017
Q4 		$254K Buy
+4,819
New +$250K 0.16% 116

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornell Pochily Investment Advisors's USMV Position: Q2 2026 in Review

Cornell Pochily Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 12% in Q2 2026, selling an estimated $71.2K and leaving 5,707 shares worth $550K. The position accounts for 0.15% of the portfolio, ranked #117.

Cornell Pochily Investment Advisors first reported a position in USMV in Q4 2017 and has held it in 34 quarters since. The position peaked at $851K in Q4 2023. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Cornell Pochily Investment Advisors held 5,707 shares of iShares MSCI USA Min Vol Factor ETF worth $550K as of Q2 2026.
  • Cornell Pochily Investment Advisors sold 750 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $71.2K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.15% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #117 holding.
  • Cornell Pochily Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 34 quarters since.
  • Cornell Pochily Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $851K in Q4 2023.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.