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

CVA 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	$586K	Buy	6,074 +92	+2%	+$8.73K	0.05%	184
2026 Q1	$555K	Hold	5,982	–	–	0.06%	179
2025 Q4	$563K	Hold	5,982	–	–	0.06%	156
2025 Q3	$569K	Hold	5,982	–	–	0.07%	154
2025 Q2	$562K	Hold	5,982	–	–	0.08%	151
2025 Q1	$560K	Hold	5,982	–	–	0.09%	149
2024 Q4	$531K	Buy	5,982 +2,143	+56%	+$197K	0.08%	153
2024 Q3	$351K	Sell	3,839 -79	-2%	-$6.96K	0.06%	185
2024 Q2	$329K	Sell	3,918 -418	-10%	-$34.4K	0.06%	180
2024 Q1	$362K	Buy	4,336 +727	+20%	+$58.7K	0.06%	177
2023 Q4	$282K	Buy	+3,609	New	+$269K	0.05%	194
2023 Q3	–	Sell	-1,486	Closed	-$110K	–	907
2023 Q2	$110K	Buy	1,486 +2	+0.1%	+$146	0.02%	296
2023 Q1	$108K	Buy	1,484 +777	+110%	+$55.8K	0.02%	294
2022 Q4	$51K	Buy	707 +6	+0.9%	+$427	0.01%	413
2022 Q3	$46K	Hold	701	–	–	0.01%	392
2022 Q2	$49K	Buy	701 +2	+0.3%	+$146	0.01%	377
2022 Q1	$54K	Buy	699 +2	+0.3%	+$151	0.01%	384
2021 Q4	$56K	Buy	697 +2	+0.3%	+$155	0.01%	341
2021 Q3	$44K	Hold	695	–	–	0.03%	198
2021 Q2	$51K	Hold	695	–	–	0.01%	363
2021 Q1	$48K	Hold	695	–	–	0.02%	281
2020 Q4	$47K	Hold	695	–	–	0.03%	201
2020 Q3	$44K	Hold	695	–	–	0.03%	198
2020 Q2	$42K	Hold	695	–	–	0.03%	176
2020 Q1	$38K	Buy	+695	New	+$44.1K	0.04%	162

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

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

CVA Family Office increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.5% in Q2 2026, buying an estimated $8.73K and bringing the position to 6,074 shares worth $586K. The position accounts for 0.05% of the portfolio, ranked #184.

CVA Family Office first reported a position in USMV in Q1 2020 and has held it in 25 quarters since. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

CVA Family Office held 6,074 shares of iShares MSCI USA Min Vol Factor ETF worth $586K as of Q2 2026.
CVA Family Office bought 92 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $8.73K.
iShares MSCI USA Min Vol Factor ETF made up 0.05% of CVA Family Office's portfolio in Q2 2026, its #184 holding.
CVA Family Office first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and has held it in 25 quarters since.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.