Crewe Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Crewe 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	$16.5K	Hold	171	–	–	﹤0.01%	651
2026 Q1	$15.8K	Hold	171	–	–	﹤0.01%	562
2025 Q4	$16.1K	Hold	171	–	–	﹤0.01%	526
2025 Q3	$16.2K	Hold	171	–	–	﹤0.01%	535
2025 Q2	$16K	Hold	171	–	–	﹤0.01%	401
2025 Q1	$16K	Hold	171	–	–	﹤0.01%	374
2024 Q4	$15.1K	Hold	171	–	–	﹤0.01%	385
2024 Q3	$15.6K	Hold	171	–	–	﹤0.01%	430
2024 Q2	$14.3K	Hold	171	–	–	﹤0.01%	614
2024 Q1	$14.3K	Hold	171	–	–	﹤0.01%	556
2023 Q4	$13.3K	Sell	171 -100	-37%	-$7.46K	﹤0.01%	186
2023 Q3	$19.6K	Hold	271	–	–	﹤0.01%	200
2023 Q2	$20.1K	Hold	271	–	–	﹤0.01%	345
2023 Q1	$19.7K	Sell	271 -6	-2%	-$431	﹤0.01%	436
2022 Q4	$19.9K	Sell	277 -117	-30%	-$8.33K	﹤0.01%	425
2022 Q3	$26K	Buy	394 +171	+77%	+$12.3K	﹤0.01%	418
2022 Q2	$16K	Hold	223	–	–	﹤0.01%	483
2022 Q1	$18K	Buy	+223	New	+$16.9K	﹤0.01%	307
2019 Q3	–	Sell	-1,500	Closed	-$93K	–	307
2019 Q2	$93K	Hold	1,500	–	–	0.03%	114
2019 Q1	$88K	Hold	1,500	–	–	0.03%	96
2018 Q4	$79K	Hold	1,500	–	–	0.03%	89
2018 Q3	$86K	Hold	1,500	–	–	0.07%	91
2018 Q2	$80K	Hold	1,500	–	–	0.07%	90
2018 Q1	$78K	Hold	1,500	–	–	0.08%	89
2017 Q4	$79K	Buy	+1,500	New	+$77.8K	0.08%	95

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Crewe Advisors's USMV Position: Q2 2026 in Review

Crewe Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 171 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Crewe Advisors first reported a position in USMV in Q4 2017 and has held it in 25 quarters since. The position peaked at $93K in Q2 2019. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Crewe Advisors held 171 shares of iShares MSCI USA Min Vol Factor ETF worth $16.5K as of Q2 2026.
Crewe Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #651 holding.
Crewe Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 25 quarters since.
Crewe Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $93K in Q2 2019.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.