Empowered Funds’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Empowered Funds’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	$2.83M	Buy	29,306 +3,020	+11%	+$287K	0.01%	1007
2026 Q1	$2.44M	Buy	26,286 +15,422	+142%	+$1.46M	0.02%	999
2025 Q4	$1.02M	Buy	+10,864	New	+$1.02M	0.02%	637
2025 Q3	–	Sell	-2,304	Closed	-$216K	–	1953
2025 Q2	$216K	Sell	2,304 -123,682	-98%	-$11.4M	﹤0.01%	1622
2025 Q1	$11.8M	Buy	+125,986	New	+$11.6M	0.17%	120
2023 Q4	–	Sell	-9,852	Closed	-$713K	–	1331
2023 Q3	$713K	Buy	+9,852	New	+$735K	0.02%	789

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

Empowered Funds's USMV Position: Q2 2026 in Review

Empowered Funds increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 11% in Q2 2026, buying an estimated $287K and bringing the position to 29,306 shares worth $2.83M. The position accounts for 0.01% of the portfolio, ranked #1007.

Empowered Funds first reported a position in USMV in Q3 2023 and has held it in 6 quarters since. The position peaked at $11.8M in Q1 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Empowered Funds held 29,306 shares of iShares MSCI USA Min Vol Factor ETF worth $2.83M as of Q2 2026.
Empowered Funds bought 3,020 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $287K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1007 holding.
Empowered Funds first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and has held it in 6 quarters since.
Empowered Funds's iShares MSCI USA Min Vol Factor ETF position peaked at $11.8M in Q1 2025.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.