Custos Family Office’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Custos Family Office’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	$8.14M	Buy	84,419 +929	+1%	+$88.2K	4.88%	6
2026 Q1	$7.74M	Sell	83,490 -4,188	-5%	-$398K	5.35%	6
2025 Q4	$8.26M	Sell	87,678 -11,667	-12%	-$1.1M	5.64%	5
2025 Q3	$9.45M	Sell	99,345 -114,173	-53%	-$10.7M	5.34%	6
2025 Q2	$20M	Sell	213,518 -472	-0.2%	-$43.4K	6.39%	4
2025 Q1	$20M	Sell	213,990 -1,905	-0.9%	-$175K	7.11%	2
2024 Q4	$19.2M	Buy	215,895 +13,251	+7%	+$1.22M	6.71%	3
2024 Q3	$18.5M	Buy	202,644 +11,977	+6%	+$1.06M	6.7%	3
2024 Q2	$16M	Buy	190,667 +46,327	+32%	+$3.82M	6.39%	2
2024 Q1	$12.1M	Buy	144,340 +1,223	+0.9%	+$98.7K	6.22%	6
2023 Q4	$11.2M	Buy	143,117 +17,629	+14%	+$1.32M	5.8%	7
2023 Q3	$9.08M	Buy	125,488 +2,043	+2%	+$152K	6.12%	7
2023 Q2	$9.18M	Buy	123,445 +1,896	+2%	+$139K	5.94%	8
2023 Q1	$8.84M	Buy	121,549 +20,284	+20%	+$1.46M	6.23%	8
2022 Q4	$7.3M	Buy	101,265 +3,006	+3%	+$214K	5.83%	6
2022 Q3	$6.5M	Buy	98,259 +7,328	+8%	+$528K	6.33%	6
2022 Q2	$6.38M	Buy	90,931 +5,297	+6%	+$388K	5.72%	6
2022 Q1	$6.64M	Buy	85,634 +20,328	+31%	+$1.54M	5.4%	7
2021 Q4	$5.28M	Buy	+65,306	New	+$5.06M	4.74%	8

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

Custos Family Office's USMV Position: Q2 2026 in Review

Custos Family Office increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.1% in Q2 2026, buying an estimated $88.2K and bringing the position to 84,419 shares worth $8.14M. The position accounts for 4.88% of the portfolio, ranked #6.

Custos Family Office first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $20M in Q2 2025. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Custos Family Office held 84,419 shares of iShares MSCI USA Min Vol Factor ETF worth $8.14M as of Q2 2026.
Custos Family Office bought 929 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $88.2K.
iShares MSCI USA Min Vol Factor ETF made up 4.88% of Custos Family Office's portfolio in Q2 2026, its #6 holding.
Custos Family Office first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
Custos Family Office's iShares MSCI USA Min Vol Factor ETF position peaked at $20M in Q2 2025.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Custos Family Office's 13F filing for Q2 2026, filed 19 Aug 2026.