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Harbour Investments’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Harbour Investments’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
Q1 		$3.37M Buy
36,312
+13,568
+60% +$1.29M 0.05% 339
2025
Q4 		$2.14M Buy
22,744
+1,360
+6% +$128K 0.04% 377
2025
Q3 		$2.03M Sell
21,384
-172
-0.8% -$16.1K 0.05% 342
2025
Q2 		$2.02M Buy
21,556
+305
+1% +$28.1K 0.05% 326
2025
Q1 		$1.99M Sell
21,251
-1,164
-5% -$107K 0.06% 294
2024
Q4 		$1.99M Sell
22,415
-573
-2% -$52.6K 0.06% 286
2024
Q3 		$2.1M Buy
22,988
+72
+0.3% +$6.35K 0.06% 263
2024
Q2 		$1.92M Sell
22,916
-3,517
-13% -$290K 0.06% 261
2024
Q1 		$2.21M Sell
26,433
-10,051
-28% -$811K 0.08% 236
2023
Q4 		$2.85M Sell
36,484
-14,453
-28% -$1.08M 0.12% 164
2023
Q3 		$3.69M Sell
50,937
-1,666
-3% -$124K 0.19% 110
2023
Q2 		$3.91M Sell
52,603
-7,967
-13% -$582K 0.19% 97
2023
Q1 		$4.41M Sell
60,570
-72,784
-55% -$5.23M 0.24% 68
2022
Q4 		$9.61M Sell
133,354
-2,131
-2% -$152K 0.59% 29
2022
Q3 		$9.51M Hold
135,485
– – 0.64% 29
2022
Q2 		$9.51M Buy
+135,485
New +$9.92M 0.64% 29
2021
Q4 		$11.3M Sell
139,501
-32,550
-19% -$2.52M 0.67% 27
2021
Q3 		$12.6M Sell
172,051
-1,778
-1% -$135K 0.4% 49
2021
Q2 		$12.8M Buy
173,829
+13,106
+8% +$947K 0.41% 44
2021
Q1 		$11.1M Buy
+160,723
New +$10.9M 0.4% 45

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Harbour Investments's USMV Position: Q1 2026 in Review

Harbour Investments increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 60% in Q1 2026, buying an estimated $1.29M and bringing the position to 36,312 shares worth $3.37M. The position accounts for 0.05% of the portfolio, ranked #339.

Harbour Investments first reported a position in USMV in Q1 2021 and has held it in 20 quarters since. The position peaked at $12.8M in Q2 2021. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Harbour Investments held 36,312 shares of iShares MSCI USA Min Vol Factor ETF worth $3.37M as of Q1 2026.
  • Harbour Investments bought 13,568 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $1.29M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of Harbour Investments's portfolio in Q1 2026, its #339 holding.
  • Harbour Investments first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares MSCI USA Min Vol Factor ETF position peaked at $12.8M in Q2 2021.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.