Illumine Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Illumine Investment Management’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	–	Sell	-7,822	Closed	-$742K	–	70
2026 Q1	$725K	Hold	7,822	–	–	0.56%	66
2025 Q4	$737K	Hold	7,822	–	–	0.54%	62
2025 Q3	$744K	Hold	7,822	–	–	0.53%	64
2025 Q2	$734K	Hold	7,822	–	–	0.58%	57
2025 Q1	$733K	Hold	7,822	–	–	0.6%	48
2024 Q4	$695K	Buy	+7,822	New	+$718K	0.57%	53

Other funds holding USMV

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Illumine Investment Management's USMV Position: Q2 2026 in Review

Illumine Investment Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 7,822 shares — an estimated $742K sold.

Illumine Investment Management first reported a position in USMV in Q4 2024 and held it in 6 quarters. The position peaked at $744K in Q3 2025. 641 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Illumine Investment Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Illumine Investment Management sold 7,822 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $742K.
Illumine Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and held it in 6 quarters.
Illumine Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $744K in Q3 2025.
641 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Illumine Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.