Leelyn Smith’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Leelyn Smith’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	$16M	Buy	165,959 +1,623	+1%	+$154K	1.95%	10
2026 Q1	$15.2M	Buy	164,336 +7,231	+5%	+$687K	2.14%	7
2025 Q4	$14.8M	Buy	157,105 +3,446	+2%	+$325K	2.14%	9
2025 Q3	$14.6M	Buy	153,659 +2,227	+1%	+$209K	2.2%	9
2025 Q2	$14.2M	Buy	151,432 +892	+0.6%	+$82.1K	2.33%	7
2025 Q1	$14.1M	Sell	150,540 -8,796	-6%	-$809K	2.51%	7
2024 Q4	$14.1M	Sell	159,336 -6,148	-4%	-$564K	2.52%	7
2024 Q3	$15.1M	Sell	165,484 -10,630	-6%	-$937K	2.73%	7
2024 Q2	$14.8M	Sell	176,114 -19,506	-10%	-$1.61M	2.86%	7
2024 Q1	$16.3M	Sell	195,620 -140,182	-42%	-$11.3M	3.27%	6
2023 Q4	$26.2M	Sell	335,802 -37,059	-10%	-$2.77M	5.74%	4
2023 Q3	$27M	Sell	372,861 -3,889	-1%	-$290K	6.59%	3
2023 Q2	$28M	Buy	376,750 +3,939	+1%	+$288K	6.77%	3
2023 Q1	$27.1M	Buy	372,811 +17,823	+5%	+$1.28M	6.94%	2
2022 Q4	$25.6M	Buy	354,988 +33,106	+10%	+$2.36M	7.03%	1
2022 Q3	$21.3M	Sell	321,882 -37,280	-10%	-$2.69M	7.35%	1
2022 Q2	$25.2M	Buy	359,162 +2,679	+0.8%	+$196K	6.54%	1
2022 Q1	$27.7M	Buy	356,483 +16,083	+5%	+$1.22M	7.21%	1
2021 Q4	$27.5M	Buy	340,400 +1,313	+0.4%	+$102K	7.37%	1
2021 Q3	$24.9M	Buy	339,087 +6,384	+2%	+$486K	7.22%	1
2021 Q2	$24.5M	Buy	332,703 +6,433	+2%	+$465K	7.21%	1
2021 Q1	$22.6M	Sell	326,270 -9,181	-3%	-$621K	6.72%	1
2020 Q4	$25M	Buy	335,451 +12,334	+4%	+$812K	8%	1
2020 Q3	$20.6M	Buy	323,117 +18,301	+6%	+$1.16M	7.27%	2
2020 Q2	$18.5M	Buy	304,816 +10,811	+4%	+$642K	7.62%	2
2020 Q1	$15.9M	Buy	294,005 +43,138	+17%	+$2.74M	8.47%	2
2019 Q4	$15.4K	Buy	+250,867	New	+$16.1M	7.4%	2

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

Leelyn Smith's USMV Position: Q2 2026 in Review

Leelyn Smith increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.99% in Q2 2026, buying an estimated $154K and bringing the position to 165,959 shares worth $16M. The position accounts for 1.95% of the portfolio, ranked #10.

Leelyn Smith first reported a position in USMV in Q4 2019 and has held it in 27 quarters since. The position peaked at $28M in Q2 2023. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Leelyn Smith held 165,959 shares of iShares MSCI USA Min Vol Factor ETF worth $16M as of Q2 2026.
Leelyn Smith bought 1,623 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $154K.
iShares MSCI USA Min Vol Factor ETF made up 1.95% of Leelyn Smith's portfolio in Q2 2026, its #10 holding.
Leelyn Smith first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
Leelyn Smith's iShares MSCI USA Min Vol Factor ETF position peaked at $28M in Q2 2023.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.