Envestnet Portfolio Solutions’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Envestnet Portfolio Solutions’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	$8.77M	Sell	90,916 -9,460	-9%	-$898K	0.04%	237
2026 Q1	$9.31M	Sell	100,376 -171,543	-63%	-$16.3M	0.05%	200
2025 Q4	$25.6M	Buy	271,919 +4,695	+2%	+$442K	0.09%	115
2025 Q3	$25.4M	Sell	267,224 -11,526	-4%	-$1.08M	0.09%	112
2025 Q2	$26.2M	Buy	278,750 +13,912	+5%	+$1.28M	0.1%	110
2025 Q1	$24.8M	Buy	264,838 +51,535	+24%	+$4.74M	0.09%	108
2024 Q4	$18.9M	Sell	213,303 -46,657	-18%	-$4.28M	0.06%	144
2024 Q3	$23.7M	Buy	259,960 +19,413	+8%	+$1.71M	0.08%	125
2024 Q2	$20.2M	Sell	240,547 -114,542	-32%	-$9.44M	0.07%	134
2024 Q1	$29.7M	Sell	355,089 -529,140	-60%	-$42.7M	0.11%	97
2023 Q4	$69M	Sell	884,229 -2,527,803	-74%	-$189M	0.29%	52
2023 Q3	$247M	Buy	+3,412,032	New	+$254M	1.17%	19

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

Envestnet Portfolio Solutions's USMV Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 9.4% in Q2 2026, selling an estimated $898K and leaving 90,916 shares worth $8.77M. The position accounts for 0.04% of the portfolio, ranked #237.

Envestnet Portfolio Solutions first reported a position in USMV in Q3 2023 and has held it in 12 quarters since. The position peaked at $247M in Q3 2023. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Envestnet Portfolio Solutions held 90,916 shares of iShares MSCI USA Min Vol Factor ETF worth $8.77M as of Q2 2026.
Envestnet Portfolio Solutions sold 9,460 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $898K.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #237 holding.
Envestnet Portfolio Solutions first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares MSCI USA Min Vol Factor ETF position peaked at $247M in Q3 2023.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.