Creekside Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Creekside Partners’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	$1.55M	Buy	16,672 +13	+0.1%	+$1.24K	0.64%	42
2025 Q4	$1.57M	Buy	16,659 +14	+0.1%	+$1.32K	0.66%	39
2025 Q3	$1.58M	Buy	16,645 +12	+0.1%	+$1.12K	0.7%	35
2025 Q2	$1.56M	Buy	16,633 +12	+0.1%	+$1.1K	0.74%	34
2025 Q1	$1.56M	Sell	16,621 -442	-3%	-$40.7K	0.81%	33
2024 Q4	$1.52M	Sell	17,063 -253	-1%	-$23.2K	0.79%	33
2024 Q3	$1.58M	Buy	17,316 +28	+0.2%	+$2.47K	0.82%	33
2024 Q2	$1.45M	Buy	+17,288	New	+$1.42M	0.8%	33

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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

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

Creekside Partners's USMV Position: Q1 2026 in Review

Creekside Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.08% in Q1 2026, buying an estimated $1.24K and bringing the position to 16,672 shares worth $1.55M. The position accounts for 0.64% of the portfolio, ranked #42.

Creekside Partners first reported a position in USMV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q3 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Creekside Partners held 16,672 shares of iShares MSCI USA Min Vol Factor ETF worth $1.55M as of Q1 2026.
Creekside Partners bought 13 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $1.24K.
iShares MSCI USA Min Vol Factor ETF made up 0.64% of Creekside Partners's portfolio in Q1 2026, its #42 holding.
Creekside Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and has held it in 8 quarters since.
Creekside Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $1.58M in Q3 2025.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.