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

Family 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 		$6.69M Buy
69,405
+47,711
+220% +$4.53M 0.69% 33
2026
Q1 		$2.01M Sell
21,694
-44,632
-67% -$4.24M 0.24% 87
2025
Q4 		$6.25M Buy
66,326
+32,820
+98% +$3.09M 0.79% 35
2025
Q3 		$3.19M Buy
33,506
+536
+2% +$50.2K 0.44% 62
2025
Q2 		$3.09M Buy
32,970
+15,324
+87% +$1.41M 0.46% 59
2025
Q1 		$1.65M Sell
17,646
-79
-0.4% -$7.27K 0.27% 75
2024
Q4 		$1.57M Sell
17,725
-29,302
-62% -$2.69M 0.25% 74
2024
Q3 		$4.29M Sell
47,027
-18,566
-28% -$1.64M 0.71% 35
2024
Q2 		$5.51M Sell
65,593
-1,808
-3% -$149K 0.97% 23
2024
Q1 		$5.63M Sell
67,401
-12,251
-15% -$988K 1.04% 23
2023
Q4 		$6.22M Sell
79,652
-89,593
-53% -$6.69M 1.29% 21
2023
Q3 		$12.2M Buy
169,245
+41,270
+32% +$3.08M 2.78% 10
2023
Q2 		$9.51M Buy
127,975
+125,027
+4,241% +$9.14M 2.08% 12
2023
Q1 		$214K Buy
+2,948
New +$212K 0.05% 115
2022
Q1 		– Sell
-194,315
Closed -$15.7M – 188
2021
Q4 		$15.7M Sell
194,315
-7,950
-4% -$616K 4.08% 4
2021
Q3 		$14.9M Sell
202,265
-45,639
-18% -$3.48M 4.1% 3
2021
Q2 		$18.2M Sell
247,904
-36,693
-13% -$2.65M 4.83% 1
2021
Q1 		$19.7M Buy
284,597
+281,847
+10,249% +$19.1M 6.19% 1
2020
Q4 		$187K Buy
+2,750
New +$181K 0.06% 150

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

Family Management's USMV Position: Q2 2026 in Review

Family Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 220% in Q2 2026, buying an estimated $4.53M and bringing the position to 69,405 shares worth $6.69M. The position accounts for 0.69% of the portfolio, ranked #33.

Family Management first reported a position in USMV in Q4 2020 and has held it in 19 quarters since. The position peaked at $19.7M in Q1 2021. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Family Management held 69,405 shares of iShares MSCI USA Min Vol Factor ETF worth $6.69M as of Q2 2026.
  • Family Management bought 47,711 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $4.53M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.69% of Family Management's portfolio in Q2 2026, its #33 holding.
  • Family Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 19 quarters since.
  • Family Management's iShares MSCI USA Min Vol Factor ETF position peaked at $19.7M in Q1 2021.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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