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Hazlett, Burt & Watson’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Hazlett, Burt & Watson’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 		$89K Hold
933
– – 0.02% 370
2026
Q1 		$86K Sell
933
-76
-8% -$7.22K 0.03% 364
2025
Q4 		$95K Buy
1,009
+1
+0.1% +$94 0.03% 350
2025
Q3 		$95K Buy
1,008
+1
+0.1% +$94 0.03% 322
2025
Q2 		$94K Sell
1,007
-906
-47% -$83.4K 0.04% 293
2025
Q1 		$179K Buy
1,913
+6
+0.3% +$552 0.08% 211
2024
Q4 		$169K Sell
1,907
-180
-9% -$16.5K 0.07% 225
2024
Q3 		$190K Buy
2,087
+9
+0.4% +$793 0.09% 204
2024
Q2 		$175K Buy
2,078
+71
+4% +$5.85K 0.09% 198
2024
Q1 		$168K Buy
2,007
+5
+0.2% +$403 0.1% 187
2023
Q4 		$156K Sell
2,002
-3
-0.1% -$224 0.11% 182
2023
Q3 		$145K Buy
2,005
+15
+0.8% +$1.12K 0.11% 178
2023
Q2 		$147K Buy
1,990
+5
+0.3% +$365 0.11% 172
2023
Q1 		$145K Buy
1,985
+4
+0.2% +$287 0.12% 157
2022
Q4 		$143K Buy
1,981
+5
+0.3% +$356 0.13% 151
2022
Q3 		$131K Buy
1,976
+5
+0.3% +$360 0.13% 155
2022
Q2 		$139K Buy
1,971
+103
+6% +$7.54K 0.13% 162
2022
Q1 		$145K Buy
+1,868
New +$141K 0.11% 173

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

Hazlett, Burt & Watson's USMV Position: Q2 2026 in Review

Hazlett, Burt & Watson held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 933 shares worth $89K. The position accounts for 0.02% of the portfolio, ranked #370.

Hazlett, Burt & Watson first reported a position in USMV in Q1 2022 and has held it in 18 quarters since. The position peaked at $190K in Q3 2024. 1,377 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Hazlett, Burt & Watson held 933 shares of iShares MSCI USA Min Vol Factor ETF worth $89K as of Q2 2026.
  • Hazlett, Burt & Watson left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #370 holding.
  • Hazlett, Burt & Watson first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's iShares MSCI USA Min Vol Factor ETF position peaked at $190K in Q3 2024.
  • 1,377 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.