Harpswell Capital Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Harpswell Capital Advisors’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	$241K	Sell	2,500 -1,500	-38%	-$142K	0.15%	41
2026 Q1	$371K	Sell	4,000 -1,500	-27%	-$142K	0.28%	34
2025 Q4	$518K	Buy	+5,500	New	+$518K	0.41%	26

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

Harpswell Capital Advisors's USMV Position: Q2 2026 in Review

Harpswell Capital Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 38% in Q2 2026, selling an estimated $142K and leaving 2,500 shares worth $241K. The position accounts for 0.15% of the portfolio, ranked #41.

Harpswell Capital Advisors first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. The position peaked at $518K in Q4 2025. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Harpswell Capital Advisors held 2,500 shares of iShares MSCI USA Min Vol Factor ETF worth $241K as of Q2 2026.
Harpswell Capital Advisors sold 1,500 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $142K.
iShares MSCI USA Min Vol Factor ETF made up 0.15% of Harpswell Capital Advisors's portfolio in Q2 2026, its #41 holding.
Harpswell Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
Harpswell Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $518K in Q4 2025.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Harpswell Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.