EWA LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

EWA LLC’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	$1.27M	Sell	13,193 -1,976	-13%	-$188K	0.23%	57
2026 Q1	$1.41M	Sell	15,169 -463	-3%	-$44K	0.32%	43
2025 Q4	$1.47M	Buy	15,632 +3,426	+28%	+$323K	0.36%	43
2025 Q3	$1.16M	Sell	12,206 -452	-4%	-$42.3K	0.32%	44
2025 Q2	$1.19M	Sell	12,658 -1,533	-11%	-$141K	0.37%	38
2025 Q1	$1.33M	Sell	14,191 -1,498	-10%	-$138K	0.49%	29
2024 Q4	$1.39M	Sell	15,689 -1,600	-9%	-$147K	0.52%	27
2024 Q3	$1.59M	Sell	17,289 -299	-2%	-$26.4K	0.57%	26
2024 Q2	$1.51M	Sell	17,588 -214	-1%	-$17.6K	0.62%	24
2024 Q1	$1.48M	Sell	17,802 -97,552	-85%	-$7.87M	0.66%	25
2023 Q4	$9.27M	Buy	115,354 +9,725	+9%	+$726K	4.52%	8
2023 Q3	$7.81M	Buy	105,629 +1,701	+2%	+$127K	5.06%	5
2023 Q2	$7.72M	Buy	103,928 +4,232	+4%	+$309K	5.29%	5
2023 Q1	$7.32M	Buy	+99,696	New	+$7.17M	5.44%	5

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

EWA LLC's USMV Position: Q2 2026 in Review

EWA LLC reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 13% in Q2 2026, selling an estimated $188K and leaving 13,193 shares worth $1.27M. The position accounts for 0.23% of the portfolio, ranked #57.

EWA LLC first reported a position in USMV in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.27M in Q4 2023. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

EWA LLC held 13,193 shares of iShares MSCI USA Min Vol Factor ETF worth $1.27M as of Q2 2026.
EWA LLC sold 1,976 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $188K.
iShares MSCI USA Min Vol Factor ETF made up 0.23% of EWA LLC's portfolio in Q2 2026, its #57 holding.
EWA LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 14 quarters since.
EWA LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $9.27M in Q4 2023.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.