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Latitude Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Latitude Advisors’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
Q3 		$445K Buy
4,562
+15
+0.3% +$1.49K 0.14% 149
2026
Q2 		$439K Buy
4,547
+140
+3% +$13.3K 0.17% 135
2026
Q1 		$409K Sell
4,407
-85
-2% -$8.07K 0.19% 126
2025
Q4 		$423K Sell
4,492
-20
-0.4% -$1.88K 0.19% 121
2025
Q3 		$429K Sell
4,512
-212
-4% -$19.9K 0.2% 109
2025
Q2 		$443K Sell
4,724
-390
-8% -$35.9K 0.22% 103
2025
Q1 		$479K Buy
5,114
+154
+3% +$14.2K 0.28% 92
2024
Q4 		$440K Sell
4,960
-1,429
-22% -$131K 0.25% 92
2024
Q3 		$583K Buy
6,389
+1,544
+32% +$136K 0.33% 74
2024
Q2 		$407K Buy
4,845
+99
+2% +$8.16K 0.25% 94
2024
Q1 		$397K Sell
4,746
-336
-7% -$27.1K 0.25% 94
2023
Q4 		$397K Sell
5,082
-469
-8% -$35K 0.28% 95
2023
Q3 		$402K Sell
5,551
-819
-13% -$61.1K 0.29% 83
2023
Q2 		$474K Buy
6,370
+717
+13% +$52.4K 0.33% 71
2023
Q1 		$411K Sell
5,653
-671
-11% -$48.2K 0.3% 92
2022
Q4 		$456K Sell
6,324
-1,059
-14% -$75.4K 0.34% 66
2022
Q3 		$488K Buy
7,383
+1,356
+22% +$97.8K 0.4% 52
2022
Q2 		$423K Sell
6,027
-12,571
-68% -$920K 0.39% 70
2022
Q1 		$1.44M Buy
18,598
+5,256
+39% +$398K 0.32% 68
2021
Q4 		$1.08M Buy
13,342
+1,977
+17% +$153K 0.3% 62
2021
Q3 		$835K Buy
11,365
+5,889
+108% +$449K 0.26% 75
2021
Q2 		$403K Buy
5,476
+1,218
+29% +$88K 0.3% 81
2021
Q1 		$295K Sell
4,258
-60
-1% -$4.06K 0.24% 107
2020
Q4 		$293K Buy
+4,318
New +$284K 0.26% 97

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Latitude Advisors's USMV Position: Q3 2026 in Review

Latitude Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.33% in Q3 2026, buying an estimated $1.49K and bringing the position to 4,562 shares worth $445K. The position accounts for 0.14% of the portfolio, ranked #149.

Latitude Advisors first reported a position in USMV in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.44M in Q1 2022. 1,207 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Latitude Advisors held 4,562 shares of iShares MSCI USA Min Vol Factor ETF worth $445K as of Q3 2026.
  • Latitude Advisors bought 15 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $1.49K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.14% of Latitude Advisors's portfolio in Q3 2026, its #149 holding.
  • Latitude Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 24 quarters since.
  • Latitude Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.44M in Q1 2022.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.