HM Payson & Co’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

HM Payson & Co’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	$483	Hold	5	–	–	﹤0.01%	1109
2026 Q1	$464	Buy	+5	New	+$475	﹤0.01%	1095
2024 Q3	–	Sell	-8	Closed	-$672	–	1171
2024 Q2	$672	Buy	+8	New	+$659	﹤0.01%	962
2022 Q2	–	Sell	-20	Closed	-$2K	–	1144
2022 Q1	$2K	Buy	+20	New	+$1.51K	﹤0.01%	997
2021 Q2	–	Sell	-787	Closed	-$54K	–	1177
2021 Q1	$54K	Hold	787	–	–	﹤0.01%	592
2020 Q4	$53K	Buy	+787	New	+$51.8K	﹤0.01%	600

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

HM Payson & Co's USMV Position: Q2 2026 in Review

HM Payson & Co held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 5 shares worth $483. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

HM Payson & Co first reported a position in USMV in Q4 2020 and has held it in 6 quarters since. The position peaked at $54K in Q1 2021. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

HM Payson & Co held 5 shares of iShares MSCI USA Min Vol Factor ETF worth $483 as of Q2 2026.
HM Payson & Co 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 HM Payson & Co's portfolio in Q2 2026, its #1109 holding.
HM Payson & Co first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 6 quarters since.
HM Payson & Co's iShares MSCI USA Min Vol Factor ETF position peaked at $54K 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 HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.