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Lincoln Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Lincoln Capital’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 		$1.06M Sell
10,988
-141
-1% -$13.4K 0.19% 64
2026
Q1 		$1.03M Buy
11,129
+479
+4% +$45.5K 0.2% 62
2025
Q4 		$1M Hold
10,650
– – 0.18% 64
2025
Q3 		$1.01M Hold
10,650
– – 0.19% 62
2025
Q2 		$1,000K Sell
10,650
-1
-0% -$92 0.19% 59
2025
Q1 		$959K Hold
10,651
– – 0.2% 61
2024
Q4 		$946K Sell
10,651
-82
-0.8% -$7.52K 0.2% 55
2024
Q3 		$980K Sell
10,733
-78
-0.7% -$6.88K 0.21% 58
2024
Q2 		$908K Hold
10,811
– – 0.2% 58
2024
Q1 		$904K Sell
10,811
-190
-2% -$15.3K 0.2% 58
2023
Q4 		$858K Hold
11,001
– – 0.21% 56
2023
Q3 		$796K Buy
11,001
+43
+0.4% +$3.21K 0.21% 54
2023
Q2 		$814K Buy
10,958
+111
+1% +$8.11K 0.21% 56
2023
Q1 		$789K Sell
10,847
-1,261
-10% -$90.6K 0.22% 59
2022
Q4 		$873K Sell
12,108
-502
-4% -$35.7K 0.25% 55
2022
Q3 		$834K Buy
12,610
+20
+0.2% +$1.44K 0.26% 50
2022
Q2 		$884K Buy
12,590
+108
+0.9% +$7.91K 0.25% 48
2022
Q1 		$968K Sell
12,482
-16
-0.1% -$1.21K 0.23% 53
2021
Q4 		$1.01M Buy
12,498
+30
+0.2% +$2.32K 0.25% 49
2021
Q3 		$916K Buy
12,468
+136
+1% +$10.4K 0.25% 46
2021
Q2 		$908K Buy
12,332
+395
+3% +$28.5K 0.25% 46
2021
Q1 		$826K Buy
11,937
+158
+1% +$10.7K 0.26% 45
2020
Q4 		$800K Buy
11,779
+588
+5% +$38.7K 0.26% 42
2020
Q3 		$713K Buy
11,191
+1,524
+16% +$96.7K 0.26% 44
2020
Q2 		$586K Buy
9,667
+5,258
+119% +$312K 0.25% 47
2020
Q1 		$238K Buy
+4,409
New +$280K 0.12% 67

Other funds holding USMV

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Lincoln Capital's USMV Position: Q2 2026 in Review

Lincoln Capital reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.3% in Q2 2026, selling an estimated $13.4K and leaving 10,988 shares worth $1.06M. The position accounts for 0.19% of the portfolio, ranked #64.

Lincoln Capital first reported a position in USMV in Q1 2020 and has held it in 26 quarters since. 835 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Lincoln Capital held 10,988 shares of iShares MSCI USA Min Vol Factor ETF worth $1.06M as of Q2 2026.
  • Lincoln Capital sold 141 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $13.4K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.19% of Lincoln Capital's portfolio in Q2 2026, its #64 holding.
  • Lincoln Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • 835 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.