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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return