EH
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Equitable Holdings’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Equitable Holdings’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 		$16.9M Sell
175,596
-16,203
-8% -$1.54M 0.1% 189
2026
Q1 		$18.1M Sell
191,799
-10,300
-5% -$978K 0.12% 165
2025
Q4 		$19M Buy
202,099
+26,423
+15% +$2.49M 0.13% 145
2025
Q3 		$16.7M Buy
175,676
+287
+0.2% +$26.9K 0.12% 150
2025
Q2 		$16.5M Sell
175,389
-15,448
-8% -$1.42M 0.14% 135
2025
Q1 		$17.9M Sell
190,837
-198,992
-51% -$18.3M 0.17% 115
2024
Q4 		$34.6M Buy
389,829
+6,189
+2% +$568K 0.33% 68
2024
Q3 		$35M Buy
383,640
+3,476
+0.9% +$306K 0.34% 66
2024
Q2 		$31.9M Buy
380,164
+8,414
+2% +$693K 0.34% 63
2024
Q1 		$31.1M Sell
371,750
-7,735
-2% -$624K 0.35% 62
2023
Q4 		$29.6M Buy
379,485
+9,560
+3% +$713K 0.37% 62
2023
Q3 		$26.8M Buy
369,925
+23,132
+7% +$1.72M 0.38% 59
2023
Q2 		$25.8M Buy
346,793
+16,255
+5% +$1.19M 0.37% 60
2023
Q1 		$24M Sell
330,538
-36,839
-10% -$2.65M 0.38% 60
2022
Q4 		$26.5M Buy
367,377
+83,566
+29% +$5.95M 0.46% 56
2022
Q3 		$18.8M Sell
283,811
-1,962
-0.7% -$141K 0.37% 63
2022
Q2 		$20.1M Sell
285,773
-6,678
-2% -$489K 0.38% 58
2022
Q1 		$22.7M Sell
292,451
-57,118
-16% -$4.32M 0.37% 55
2021
Q4 		$28.3M Buy
349,569
+2,022
+0.6% +$157K 0.45% 44
2021
Q3 		$25.5M Sell
347,547
-8,202
-2% -$625K 0.44% 46
2021
Q2 		$26.2M Sell
355,749
-29,165
-8% -$2.11M 0.45% 44
2021
Q1 		$26.6M Sell
384,914
-93,094
-19% -$6.29M 0.56% 40
2020
Q4 		$32.4M Sell
478,008
-362,535
-43% -$23.9M 0.74% 27
2020
Q3 		$53.6M Sell
840,543
-31,354
-4% -$1.99M 1.38% 15
2020
Q2 		$52.9M Buy
871,897
+73,767
+9% +$4.38M 1.52% 13
2020
Q1 		$43.1M Buy
798,130
+88,788
+13% +$5.63M 1.55% 13
2019
Q4 		$46.5M Buy
+709,342
New +$45.6M 1.36% 16

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Equitable Holdings's USMV Position: Q2 2026 in Review

Equitable Holdings reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8.4% in Q2 2026, selling an estimated $1.54M and leaving 175,596 shares worth $16.9M. The position accounts for 0.1% of the portfolio, ranked #189.

Equitable Holdings first reported a position in USMV in Q4 2019 and has held it in 27 quarters since. The position peaked at $53.6M in Q3 2020. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Equitable Holdings held 175,596 shares of iShares MSCI USA Min Vol Factor ETF worth $16.9M as of Q2 2026.
  • Equitable Holdings sold 16,203 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.54M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.1% of Equitable Holdings's portfolio in Q2 2026, its #189 holding.
  • Equitable Holdings first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's iShares MSCI USA Min Vol Factor ETF position peaked at $53.6M in Q3 2020.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.