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Harbor Investment Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Harbor Investment Advisory’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 		$122K Hold
1,265
– – 0.01% 508
2026
Q1 		$117K Hold
1,265
– – 0.01% 482
2025
Q4 		$119K Hold
1,265
– – 0.01% 486
2025
Q3 		$120K Sell
1,265
-26
-2% -$2.44K 0.01% 470
2025
Q2 		$121K Hold
1,291
– – 0.01% 459
2025
Q1 		$121K Hold
1,291
– – 0.01% 435
2024
Q4 		$115K Sell
1,291
-25
-2% -$2.29K 0.01% 431
2024
Q3 		$120K Sell
1,316
-24
-2% -$2.12K 0.01% 416
2024
Q2 		$113K Buy
1,340
+31
+2% +$2.55K 0.01% 419
2024
Q1 		$109K Buy
1,309
+13
+1% +$1.05K 0.01% 430
2023
Q4 		$101K Sell
1,296
-29
-2% -$2.16K 0.01% 420
2023
Q3 		$95.9K Hold
1,325
– – 0.01% 408
2023
Q2 		$98.5K Sell
1,325
-17
-1% -$1.24K 0.01% 502
2023
Q1 		$97.6K Hold
1,342
– – 0.01% 502
2022
Q4 		$96.8K Hold
1,342
– – 0.02% 502
2022
Q3 		$89K Buy
1,342
+7
+0.5% +$505 0.01% 501
2022
Q2 		$94K Sell
1,335
-146
-10% -$10.7K 0.02% 513
2022
Q1 		$115K Buy
1,481
+165
+13% +$12.5K 0.02% 499
2021
Q4 		$106K Buy
1,316
+43
+3% +$3.33K 0.01% 522
2021
Q3 		$94K Sell
1,273
-50
-4% -$3.81K 0.01% 544
2021
Q2 		$97K Buy
1,323
+152
+13% +$11K 0.01% 518
2021
Q1 		$81K Buy
1,171
+74
+7% +$5K 0.01% 536
2020
Q4 		$74K Buy
1,097
+280
+34% +$18.4K 0.01% 523
2020
Q3 		$52K Buy
817
+50
+7% +$3.17K 0.01% 492
2020
Q2 		$47K Buy
767
+45
+6% +$2.67K 0.01% 458
2020
Q1 		$39K Buy
722
+338
+88% +$21.4K 0.01% 451
2019
Q4 		$25K Buy
+384
New +$24.7K 0.01% 519

Other funds holding USMV

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Harbor Investment Advisory's USMV Position: Q2 2026 in Review

Harbor Investment Advisory held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 1,265 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #508.

Harbor Investment Advisory first reported a position in USMV in Q4 2019 and has held it in 27 quarters since. 538 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Harbor Investment Advisory held 1,265 shares of iShares MSCI USA Min Vol Factor ETF worth $122K as of Q2 2026.
  • Harbor Investment Advisory 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 Harbor Investment Advisory's portfolio in Q2 2026, its #508 holding.
  • Harbor Investment Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • 538 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.