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

Leavell 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	$1.28M	Buy	13,226 +1,472	+13%	+$140K	0.05%	288
2026 Q1	$1.09M	Buy	11,754 +699	+6%	+$66.4K	0.04%	298
2025 Q4	$1.04M	Buy	11,055 +423	+4%	+$39.8K	0.04%	294
2025 Q3	$1.01M	Buy	10,632 +1,298	+14%	+$122K	0.04%	300
2025 Q2	$876K	Buy	9,334 +1,478	+19%	+$136K	0.04%	317
2025 Q1	$736K	Buy	7,856 +3,147	+67%	+$290K	0.04%	324
2024 Q4	$418K	Buy	4,709 +1,345	+40%	+$123K	0.02%	403
2024 Q3	$307K	Buy	3,364 +615	+22%	+$54.2K	0.02%	459
2024 Q2	$231K	Buy	+2,749	New	+$227K	0.01%	474

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

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

Leavell Investment Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 13% in Q2 2026, buying an estimated $140K and bringing the position to 13,226 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #288.

Leavell Investment Management first reported a position in USMV in Q2 2024 and has held it in 9 quarters since. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Leavell Investment Management held 13,226 shares of iShares MSCI USA Min Vol Factor ETF worth $1.28M as of Q2 2026.
Leavell Investment Management bought 1,472 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $140K.
iShares MSCI USA Min Vol Factor ETF made up 0.05% of Leavell Investment Management's portfolio in Q2 2026, its #288 holding.
Leavell Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and has held it in 9 quarters since.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.