Crew Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Crew Capital Management’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 Q3	$211K	Hold	2,166	–	–	0.11%	113
2026 Q2	$209K	Hold	2,166	–	–	0.11%	108
2026 Q1	$201K	Hold	2,166	–	–	0.13%	108
2025 Q4	$204K	Hold	2,166	–	–	0.13%	109
2025 Q3	$206K	Hold	2,166	–	–	0.14%	111
2025 Q2	$203K	Hold	2,166	–	–	0.15%	112
2025 Q1	$203K	Buy	+2,166	New	+$199K	0.17%	146
2021 Q4	–	Sell	-3,831	Closed	-$282K	–	114
2021 Q3	$282K	Hold	3,831	–	–	0.26%	80
2021 Q2	$282K	Buy	3,831 +47	+1%	+$3.4K	0.26%	82
2021 Q1	$262K	Buy	+3,784	New	+$256K	0.26%	86

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Crew Capital Management's USMV Position: Q3 2026 in Review

Crew Capital Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 2,166 shares worth $211K. The position accounts for 0.11% of the portfolio, ranked #113.

Crew Capital Management first reported a position in USMV in Q1 2021 and has held it in 10 quarters since. The position peaked at $282K in Q3 2021. 964 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Crew Capital Management held 2,166 shares of iShares MSCI USA Min Vol Factor ETF worth $211K as of Q3 2026.
Crew Capital Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.11% of Crew Capital Management's portfolio in Q3 2026, its #113 holding.
Crew Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2021 and has held it in 10 quarters since.
Crew Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $282K in Q3 2021.
964 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Crew Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.