Elevated Capital Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Elevated Capital Advisors’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	$35.2K	Buy	365 +58	+19%	+$5.5K	0.01%	373
2026 Q1	$28.4K	Buy	307 +1	+0.3%	+$95	0.01%	391
2025 Q4	$28.9K	Buy	+306	New	+$28.8K	0.01%	376
2022 Q1	$1.17M	Buy	+15,044	New	+$1.14M	0.39%	88
2021 Q3	$1.05M	Buy	+14,324	New	+$1.09M	0.36%	84
2021 Q1	$1.05M	Sell	14,529 -1,368	-9%	-$92.5K	0.41%	83
2020 Q4	$1.08M	Sell	15,897 -815	-5%	-$53.7K	0.47%	68
2020 Q3	$1.11M	Buy	+16,712	New	+$1.06M	0.52%	57
2019 Q4	$446K	Buy	+6,799	New	+$437K	0.5%	60

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

Elevated Capital Advisors's USMV Position: Q2 2026 in Review

Elevated Capital Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 19% in Q2 2026, buying an estimated $5.5K and bringing the position to 365 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #373.

Elevated Capital Advisors first reported a position in USMV in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.17M in Q1 2022. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Elevated Capital Advisors held 365 shares of iShares MSCI USA Min Vol Factor ETF worth $35.2K as of Q2 2026.
Elevated Capital Advisors bought 58 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $5.5K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #373 holding.
Elevated Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 9 quarters since.
Elevated Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.17M in Q1 2022.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.