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Financial Perspectives’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Financial Perspectives’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 		$149K Buy
1,548
+19
+1% +$1.8K 0.04% 208
2026
Q1 		$142K Buy
1,529
+114
+8% +$10.8K 0.04% 201
2025
Q4 		$133K Buy
1,415
+184
+15% +$17.3K 0.04% 206
2025
Q3 		$117K Buy
1,231
+34
+3% +$3.19K 0.03% 219
2025
Q2 		$112K Buy
1,197
+6
+0.5% +$552 0.03% 211
2025
Q1 		$112K Buy
1,191
+237
+25% +$21.8K 0.04% 208
2024
Q4 		$84.7K Buy
954
+102
+12% +$9.36K 0.03% 240
2024
Q3 		$77.8K Buy
852
+80
+10% +$7.05K 0.03% 243
2024
Q2 		$64.8K Sell
772
-36
-4% -$2.97K 0.02% 246
2024
Q1 		$67.5K Buy
808
+270
+50% +$21.8K 0.03% 247
2023
Q4 		$42K Buy
538
+82
+18% +$6.12K 0.02% 288
2023
Q3 		$33K Buy
456
+9
+2% +$671 0.02% 302
2023
Q2 		$33.2K Buy
447
+2
+0.4% +$146 0.01% 306
2023
Q1 		$32.4K Buy
445
+2
+0.5% +$144 0.02% 307
2022
Q4 		$31.9K Buy
443
+8
+2% +$569 0.02% 306
2022
Q3 		$28.7K Sell
435
-117
-21% -$8.44K 0.02% 301
2022
Q2 		$38.8K Sell
552
-44
-7% -$3.22K 0.02% 260
2022
Q1 		$46.2K Buy
596
+6
+1% +$454 0.02% 259
2021
Q4 		$47.7K Buy
590
+112
+23% +$8.67K 0.02% 249
2021
Q3 		$35.1K Buy
478
+123
+35% +$9.37K 0.02% 278
2021
Q2 		$26.1K Sell
355
-16,468
-98% -$1.19M 0.01% 347
2021
Q1 		$243K Buy
16,823
+16,375
+3,655% +$1.11M 0.01% 378
2020
Q4 		$30.4K Buy
448
+262
+141% +$17.2K 0.02% 284
2020
Q3 		$11.9K Hold
186
– – 0.01% 353
2020
Q2 		$11.3K Buy
186
+1
+0.5% +$59 0.01% 336
2020
Q1 		$9.99K Buy
185
+7
+4% +$444 0.01% 326
2019
Q4 		$11.7K Buy
+178
New +$11.4K 0.01% 317

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

Financial Perspectives's USMV Position: Q2 2026 in Review

Financial Perspectives increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.2% in Q2 2026, buying an estimated $1.8K and bringing the position to 1,548 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #208.

Financial Perspectives first reported a position in USMV in Q4 2019 and has held it in 27 quarters since. The position peaked at $243K in Q1 2021. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Financial Perspectives held 1,548 shares of iShares MSCI USA Min Vol Factor ETF worth $149K as of Q2 2026.
  • Financial Perspectives bought 19 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.8K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of Financial Perspectives's portfolio in Q2 2026, its #208 holding.
  • Financial Perspectives first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's iShares MSCI USA Min Vol Factor ETF position peaked at $243K in Q1 2021.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.