Lido Advisors
USMV icon

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

Lido 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
Q2 		$24.2M Buy
251,132
+1,932
+0.8% +$183K 0.07% 195
2026
Q1 		$23.1M Sell
249,200
-25,147
-9% -$2.39M 0.07% 182
2025
Q4 		$26.1M Buy
274,347
+6,378
+2% +$601K 0.08% 166
2025
Q3 		$25.5M Buy
267,969
+160,141
+149% +$15M 0.08% 163
2025
Q2 		$10.1M Sell
107,828
-6,205
-5% -$571K 0.04% 253
2025
Q1 		$10.7M Sell
114,033
-323
-0.3% -$29.7K 0.05% 228
2024
Q4 		$10.2M Sell
114,356
-10,592
-8% -$972K 0.05% 214
2024
Q3 		$11.4M Sell
124,948
-21,231
-15% -$1.87M 0.06% 188
2024
Q2 		$12.3M Sell
146,179
-1,200
-0.8% -$98.9K 0.07% 152
2024
Q1 		$12.3M Sell
147,379
-21,425
-13% -$1.73M 0.07% 145
2023
Q4 		$13.2M Sell
168,804
-12,474
-7% -$931K 0.09% 124
2023
Q3 		$13.1M Sell
181,278
-5,538
-3% -$413K 0.1% 116
2023
Q2 		$13.9M Buy
186,816
+9,931
+6% +$726K 0.1% 115
2023
Q1 		$12.9M Buy
176,885
+10,930
+7% +$786K 0.13% 100
2022
Q4 		$12M Sell
165,955
-1,311
-0.8% -$93.3K 0.15% 81
2022
Q3 		$11.9M Sell
167,266
-4,625
-3% -$333K 0.15% 70
2022
Q2 		$12.1M Sell
171,891
-5,612
-3% -$411K 0.16% 69
2022
Q1 		$13.8M Sell
177,503
-10,630
-6% -$805K 0.15% 75
2021
Q4 		$15.2M Buy
188,133
+8,421
+5% +$652K 0.17% 72
2021
Q3 		$13.3M Sell
179,712
-1,499
-0.8% -$114K 0.19% 70
2021
Q2 		$13.3M Buy
181,211
+9,018
+5% +$651K 0.19% 66
2021
Q1 		$11.9M Buy
172,193
+28,043
+19% +$1.9M 0.21% 66
2020
Q4 		$9.78M Buy
144,150
+19,916
+16% +$1.31M 0.2% 66
2020
Q3 		$7.92M Buy
124,234
+6,294
+5% +$399K 0.2% 62
2020
Q2 		$7.15M Sell
117,940
-4,569
-4% -$271K 0.22% 59
2020
Q1 		$6.62M Sell
122,509
-33,926
-22% -$2.15M 0.28% 47
2019
Q4 		$10.3M Sell
156,435
-326
-0.2% -$20.9K 0.41% 35
2019
Q3 		$10M Sell
156,761
-6,680
-4% -$423K 0.51% 32
2019
Q2 		$10.1M Sell
163,441
-3,736
-2% -$224K 0.58% 32
2019
Q1 		$9.83M Sell
167,177
-3,606
-2% -$202K 0.64% 33
2018
Q4 		$8.95M Sell
170,783
-15,810
-8% -$869K 0.88% 21
2018
Q3 		$10.7M Buy
186,593
+1,329
+0.7% +$74.1K 1.04% 20
2018
Q2 		$9.85M Sell
185,264
-9,822
-5% -$517K 1.13% 18
2018
Q1 		$10.1M Sell
195,086
-13,942
-7% -$738K 1.39% 16
2017
Q4 		$11M Sell
209,028
-12,980
-6% -$673K 1.57% 16
2017
Q3 		$11.4M Buy
+222,008
New +$11.1M 1.82% 15
2017
Q2 		– Sell
-218,666
Closed -$10.6M – 284
2017
Q1 		$10.6M Sell
218,666
-94,022
-30% -$4.4M 2.93% 11
2016
Q4 		$14.1M Buy
312,688
+19,862
+7% +$886K 3.49% 8
2016
Q3 		$13.3M Buy
292,826
+999
+0.3% +$46.2K 4.07% 8
2016
Q2 		$13.5M Buy
291,827
+271,630
+1,345% +$12.1M 4.16% 7
2016
Q1 		$887K Buy
+20,197
New +$840K 0.3% 31

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

Lido Advisors's USMV Position: Q2 2026 in Review

Lido Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.78% in Q2 2026, buying an estimated $183K and bringing the position to 251,132 shares worth $24.2M. The position accounts for 0.07% of the portfolio, ranked #195.

Lido Advisors first reported a position in USMV in Q1 2016 and has held it in 41 quarters since. The position peaked at $26.1M in Q4 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Lido Advisors held 251,132 shares of iShares MSCI USA Min Vol Factor ETF worth $24.2M as of Q2 2026.
  • Lido Advisors bought 1,932 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $183K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.07% of Lido Advisors's portfolio in Q2 2026, its #195 holding.
  • Lido Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and has held it in 41 quarters since.
  • Lido Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $26.1M in Q4 2025.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.