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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
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 $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Millburn Ridgefield Corp
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 22.9% 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. 1,385 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.
  • 1,385 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.