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

Croban’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	–	Sell	-44,115	Closed	-$4.09M	–	86
2026 Q1	$4.09M	Buy	44,115 +2,613	+6%	+$248K	1.92%	21
2025 Q4	$3.91M	Buy	41,502 +1,242	+3%	+$117K	1.88%	21
2025 Q3	$3.83M	Buy	40,260 +3,641	+10%	+$341K	2.55%	10
2025 Q2	$3.44M	Buy	+36,619	New	+$3.37M	2.94%	6

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

Croban's USMV Position: Q2 2026 in Review

Croban sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 44,115 shares — an estimated $4.09M sold.

Croban first reported a position in USMV in Q2 2025 and held it in 4 quarters. The position peaked at $4.09M in Q1 2026. 1,377 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Croban reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Croban sold 44,115 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $4.09M.
Croban first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and held it in 4 quarters.
Croban's iShares MSCI USA Min Vol Factor ETF position peaked at $4.09M in Q1 2026.
1,377 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Croban's 13F filing for Q2 2026, filed 3 Aug 2026.