Elevation Capital Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Elevation Capital Advisory’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	$1.31M	Sell	13,558 -12,011	-47%	-$1.14M	0.5%	44
2026 Q1	$2.37M	Buy	25,569 +5,181	+25%	+$492K	1.01%	33
2025 Q4	$1.92M	Sell	20,388 -59,257	-74%	-$5.58M	0.78%	37
2025 Q3	$7.58M	Buy	+79,645	New	+$7.46M	3.03%	14
2025 Q2	–	Sell	-37,628	Closed	-$3.52M	–	79
2025 Q1	$3.52M	Buy	+37,628	New	+$3.46M	1.54%	23
2024 Q4	–	Sell	-40,304	Closed	-$3.68M	–	75
2024 Q3	$3.68M	Buy	+40,304	New	+$3.55M	1.62%	23
2021 Q2	$10.4M	Buy	+140,779	New	+$10.2M	5.82%	10

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

Elevation Capital Advisory's USMV Position: Q2 2026 in Review

Elevation Capital Advisory reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 47% in Q2 2026, selling an estimated $1.14M and leaving 13,558 shares worth $1.31M. The position accounts for 0.5% of the portfolio, ranked #44.

Elevation Capital Advisory first reported a position in USMV in Q2 2021 and has held it in 7 quarters since. The position peaked at $10.4M in Q2 2021. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Elevation Capital Advisory held 13,558 shares of iShares MSCI USA Min Vol Factor ETF worth $1.31M as of Q2 2026.
Elevation Capital Advisory sold 12,011 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.14M.
iShares MSCI USA Min Vol Factor ETF made up 0.5% of Elevation Capital Advisory's portfolio in Q2 2026, its #44 holding.
Elevation Capital Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2021 and has held it in 7 quarters since.
Elevation Capital Advisory's iShares MSCI USA Min Vol Factor ETF position peaked at $10.4M in Q2 2021.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.