Evercore Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Evercore Wealth Management’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	$276K	Hold	2,864	–	–	﹤0.01%	349
2026 Q1	$266K	Hold	2,864	–	–	﹤0.01%	349
2025 Q4	$270K	Hold	2,864	–	–	﹤0.01%	354
2025 Q3	$272K	Hold	2,864	–	–	﹤0.01%	362
2025 Q2	$269K	Hold	2,864	–	–	﹤0.01%	351
2025 Q1	$268K	Sell	2,864 -91	-3%	-$8.37K	﹤0.01%	354
2024 Q4	$262K	Hold	2,955	–	–	﹤0.01%	357
2024 Q3	$270K	Buy	+2,955	New	+$261K	﹤0.01%	360
2023 Q2	–	Sell	-2,891	Closed	-$210K	–	423
2023 Q1	$210K	Buy	+2,891	New	+$208K	﹤0.01%	379
2022 Q1	–	Sell	-3,211	Closed	-$260K	–	445
2021 Q4	$260K	Hold	3,211	–	–	﹤0.01%	384
2021 Q3	$236K	Hold	3,211	–	–	﹤0.01%	393
2021 Q2	$237K	Hold	3,211	–	–	﹤0.01%	401
2021 Q1	$223K	Sell	3,211 -806	-20%	-$54.5K	﹤0.01%	409
2020 Q4	$273K	Buy	4,017 +806	+25%	+$53.1K	0.01%	374
2020 Q3	$204K	Buy	+3,211	New	+$204K	0.01%	364
2017 Q2	–	Sell	-1,028	Closed	-$49K	–	1039
2017 Q1	$49K	Hold	1,028	–	–	﹤0.01%	603
2016 Q4	$46K	Hold	1,028	–	–	﹤0.01%	624
2016 Q3	$47K	Hold	1,028	–	–	﹤0.01%	612
2016 Q2	$48K	Hold	1,028	–	–	﹤0.01%	590
2016 Q1	$45K	Sell	1,028 -2,400	-70%	-$99.8K	﹤0.01%	588
2015 Q4	$143K	Hold	3,428	–	–	0.01%	435
2015 Q3	$136K	Buy	+3,428	New	+$140K	0.01%	445

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

Evercore Wealth Management's USMV Position: Q2 2026 in Review

Evercore Wealth Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 2,864 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Evercore Wealth Management first reported a position in USMV in Q3 2015 and has held it in 22 quarters since. 1,370 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Evercore Wealth Management held 2,864 shares of iShares MSCI USA Min Vol Factor ETF worth $276K as of Q2 2026.
Evercore Wealth Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #349 holding.
Evercore Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2015 and has held it in 22 quarters since.
1,370 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.