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Jeter Robert S II’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Jeter Robert S II’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 		$641K Buy
6,554
+80
+1% +$7.59K 0.61% 22
2026
Q1 		$609K Buy
+6,474
New +$615K 0.61% 22

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

Jeter Robert S II's USMV Position: Q2 2026 in Review

Jeter Robert S II increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.2% in Q2 2026, buying an estimated $7.59K and bringing the position to 6,554 shares worth $641K. The position accounts for 0.61% of the portfolio, ranked #22.

Jeter Robert S II first reported a position in USMV in Q1 2026 and has held it in 2 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Jeter Robert S II held 6,554 shares of iShares MSCI USA Min Vol Factor ETF worth $641K as of Q2 2026.
  • Jeter Robert S II bought 80 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $7.59K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.61% of Jeter Robert S II's portfolio in Q2 2026, its #22 holding.
  • Jeter Robert S II first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Jeter Robert S II's 13F filing for Q2 2026, filed 14 Jul 2026.