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

Edgestream Partners’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	$681K	Sell	7,058 -1,805	-20%	-$171K	0.02%	735
2026 Q1	$822K	Buy	+8,863	New	+$842K	0.03%	665
2025 Q3	–	Sell	-2,763	Closed	-$259K	–	1074
2025 Q2	$259K	Sell	2,763 -921	-25%	-$84.7K	0.01%	798
2025 Q1	$345K	Buy	+3,684	New	+$339K	0.01%	735
2024 Q4	–	Sell	-3,327	Closed	-$304K	–	1095
2024 Q3	$304K	Sell	3,327 -8,290	-71%	-$731K	0.01%	764
2024 Q2	$975K	Buy	+11,617	New	+$957K	0.05%	530
2024 Q1	–	Sell	-8,306	Closed	-$648K	–	1025
2023 Q4	$648K	Sell	8,306 -9,153	-52%	-$683K	0.05%	549
2023 Q3	$1.26M	Buy	+17,459	New	+$1.3M	0.1%	324

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

Edgestream Partners's USMV Position: Q2 2026 in Review

Edgestream Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 20% in Q2 2026, selling an estimated $171K and leaving 7,058 shares worth $681K. The position accounts for 0.02% of the portfolio, ranked #735.

Edgestream Partners first reported a position in USMV in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.26M in Q3 2023. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Edgestream Partners held 7,058 shares of iShares MSCI USA Min Vol Factor ETF worth $681K as of Q2 2026.
Edgestream Partners sold 1,805 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $171K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #735 holding.
Edgestream Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and has held it in 8 quarters since.
Edgestream Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $1.26M in Q3 2023.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.