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

Logan Capital 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	$1.64K	Buy	+17	New	+$1.61K	﹤0.01%	395
2025 Q4	–	Sell	-17	Closed	-$1.62K	–	461
2025 Q3	$1.62K	Hold	17	–	–	﹤0.01%	405
2025 Q2	$1.6K	Hold	17	–	–	﹤0.01%	402
2025 Q1	$1.59K	Hold	17	–	–	﹤0.01%	492
2024 Q4	$1.51K	Buy	+17	New	+$1.56K	﹤0.01%	466

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 22.9% 1-Year Est. Return

Logan Capital Management's USMV Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 17 shares worth $1.64K. The stake represents ﹤0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in USMV as recently as Q3 2025.

Logan Capital Management first reported a position in USMV in Q4 2024 and has held it in 5 quarters since. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Logan Capital Management held 17 shares of iShares MSCI USA Min Vol Factor ETF worth $1.64K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Logan Capital Management position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #395 holding.
Logan Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 5 quarters since.
1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.