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

Inscription Capital’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 		$1.01M Buy
10,466
+4
+0% +$380 0.09% 218
2026
Q1 		$970K Sell
10,462
-4,130
-28% -$392K 0.1% 196
2025
Q4 		$1.37M Buy
14,592
+5
+0% +$471 0.14% 120
2025
Q3 		$1.39M Sell
14,587
-104
-0.7% -$9.74K 0.15% 108
2025
Q2 		$1.38M Buy
14,691
+915
+7% +$84.2K 0.2% 81
2025
Q1 		$1.15M Buy
+13,776
New +$1.27M 0.19% 87
2024
Q3 		$1.39M Hold
15,232
– – 0.21% 82
2024
Q2 		$1.28M Buy
15,232
+1,456
+11% +$120K 0.21% 79
2024
Q1 		$1.15M Hold
13,776
– – 0.19% 87
2023
Q4 		$1.07M Hold
13,776
– – 0.29% 61
2023
Q3 		$997K Hold
13,776
– – 0.33% 58
2023
Q2 		$1.02M Sell
13,776
-15,030
-52% -$1.1M 0.32% 60
2023
Q1 		$2.1M Sell
28,806
-2,286
-7% -$164K 0.55% 41
2022
Q4 		$2.24M Sell
31,092
-1,295
-4% -$92.2K 0.77% 31
2022
Q3 		$2.14M Hold
32,387
– – 0.61% 30
2022
Q2 		$2.27M Hold
32,387
– – 0.41% 54
2022
Q1 		$2.51M Hold
32,387
– – 0.72% 35
2021
Q4 		$2.62M Buy
32,387
+1,492
+5% +$116K 0.72% 36
2021
Q3 		$2.27M Buy
30,895
+27,225
+742% +$2.07M 0.71% 38
2021
Q2 		$270K Sell
3,670
-27,132
-88% -$1.96M 0.03% 266
2021
Q1 		$2.13M Sell
30,802
-14,569
-32% -$985K 0.73% 39
2020
Q4 		$3.08M Hold
45,371
– – 1.19% 15
2020
Q3 		$2.89M Hold
45,371
– – 1.28% 15
2020
Q2 		$2.75M Sell
45,371
-1,836
-4% -$109K 1.52% 12
2020
Q1 		$2.55M Sell
47,207
-15,443
-25% -$980K 1.7% 9
2019
Q4 		$4.11M Sell
62,650
-4,446
-7% -$286K 1.82% 10
2019
Q3 		$4.3M Buy
67,096
+4,787
+8% +$303K 2.36% 7
2019
Q2 		$3.81M Sell
62,309
-3,605
-5% -$216K 2.85% 8
2019
Q1 		$3.88M Buy
+65,914
New +$3.69M 2.05% 11

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

Inscription Capital's USMV Position: Q2 2026 in Review

Inscription Capital increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.04% in Q2 2026, buying an estimated $380 and bringing the position to 10,466 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #218.

Inscription Capital first reported a position in USMV in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.3M in Q3 2019. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Inscription Capital held 10,466 shares of iShares MSCI USA Min Vol Factor ETF worth $1.01M as of Q2 2026.
  • Inscription Capital bought 4 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $380.
  • iShares MSCI USA Min Vol Factor ETF made up 0.09% of Inscription Capital's portfolio in Q2 2026, its #218 holding.
  • Inscription Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and has held it in 29 quarters since.
  • Inscription Capital's iShares MSCI USA Min Vol Factor ETF position peaked at $4.3M in Q3 2019.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.